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 | $100,265 | $76,912+30.4% | $129,110-22.3% | $68,494+46.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -17.27% | -9.78%-7.5pp | -10.94%-6.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $11,918 | $3,243+267.5% | $5,052+135.9% | $2,596+359.0% |
| Participant deferral / active EE | $13,064 | $4,732+176.1% | $6,542+99.7% | $4,027+224.4% |
| Admin fee / account holder | $563 | $6,638-91.5% | $14,302-96.1% | $5,403-89.6% |