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 | $17,233 | $53,162-67.6% | $91,220-81.1% | $68,494-74.8% |
| Participation rate | 96.8% | 63.2%+33.6pp | 73.2%+23.6pp | 67.9%+28.9pp |
| Annual return | -11.71% | -3.14%-8.6pp | 114.01%-125.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,745 | $1,709+119.1% | $2,850+31.4% | $2,596+44.2% |
| Participant deferral / active EE | $6,567 | $2,974+120.8% | $4,234+55.1% | $4,027+63.1% |
| Admin fee / account holder | $514 | $4,493-88.6% | $5,420-90.5% | $5,403-90.5% |