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 | $71,098 | $73,004-2.6% | $90,749-21.7% | $68,494+3.8% |
| Participation rate | 83.3% | 70.8%+12.5pp | 75.7%+7.6pp | 67.9%+15.4pp |
| Annual return | -17.50% | -13.81%-3.7pp | -12.16%-5.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,160 | $2,193+44.1% | $2,921+8.2% | $2,596+21.7% |
| Participant deferral / active EE | $6,519 | $3,627+79.7% | $4,564+42.8% | $4,027+61.9% |
| Admin fee / account holder | $1,538 | $5,896-73.9% | $8,445-81.8% | $5,403-71.5% |