See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,143 | $56,357+40.4% | $104,294-24.1% | $68,494+15.5% |
| Participation rate | 83.0% | 63.3%+19.8pp | 73.3%+9.8pp | 67.9%+15.1pp |
| Annual return | 3.78% | -9.19%+13.0pp | 24.61%-20.8pp | -7.84%+11.6pp |
| Employer contribution / active EE | $2,560 | $1,960+30.6% | $3,372-24.1% | $2,596-1.4% |
| Participant deferral / active EE | $5,441 | $3,077+76.8% | $4,625+17.7% | $4,027+35.1% |
| Admin fee / account holder | $567 | $4,903-88.4% | $7,339-92.3% | $5,403-89.5% |