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 | $133,327 | $82,286+62.0% | $68,791+93.8% | $134,475-0.9% |
| Participation rate | 86.7% | 75.1%+11.6pp | 69.0%+17.6pp | 81.2%+5.4pp |
| Annual return | -14.31% | -2.19%-12.1pp | -6.38%-7.9pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,799 | $3,301+15.1% | $2,655+43.1% | $4,740-19.8% |
| Participant deferral / active EE | $8,322 | $4,739+75.6% | $3,941+111.2% | $6,400+30.0% |
| Admin fee / account holder | $399 | $6,481-93.8% | $4,932-91.9% | $11,426-96.5% |