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 6-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 | $79,710 | $73,004+9.2% | $90,749-12.2% | $68,494+16.4% |
| Participation rate | 80.6% | 70.8%+9.7pp | 75.7%+4.9pp | 67.9%+12.7pp |
| Annual return | -18.61% | -13.81%-4.8pp | -12.16%-6.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $857 | $2,193-60.9% | $2,921-70.7% | $2,596-67.0% |
| Participant deferral / active EE | $8,939 | $3,627+146.5% | $4,564+95.9% | $4,027+122.0% |
| Admin fee / account holder | $1,226 | $5,896-79.2% | $8,445-85.5% | $5,403-77.3% |