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 | $77,415 | $73,867+4.8% | $143,757-46.1% | $68,494+13.0% |
| Participation rate | 91.9% | 66.7%+25.2pp | 80.3%+11.6pp | 67.9%+24.0pp |
| Annual return | -14.57% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $7,483 | $3,184+135.0% | $4,951+51.1% | $2,596+188.2% |
| Participant deferral / active EE | $16,731 | $3,384+394.4% | $5,637+196.8% | $4,027+315.5% |
| Admin fee / account holder | $33,895 | $5,755+489.0% | $14,673+131.0% | $5,403+527.4% |