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 9-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 | $82,357 | $73,004+12.8% | $90,749-9.2% | $68,494+20.2% |
| Participation rate | 97.9% | 70.8%+27.1pp | 75.7%+22.2pp | 67.9%+30.0pp |
| Annual return | -15.16% | -13.81%-1.4pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,960 | $2,193+35.0% | $2,921+1.4% | $2,596+14.0% |
| Participant deferral / active EE | $6,687 | $3,627+84.4% | $4,564+46.5% | $4,027+66.0% |
| Admin fee / account holder | $14,498 | $5,896+145.9% | $8,445+71.7% | $5,403+168.3% |