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 | $34,349 | $59,107-41.9% | $86,436-60.3% | $68,494-49.9% |
| Participation rate | 97.1% | 75.2%+21.9pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -9.88% | -0.23%-9.6pp | 4394.89%-4404.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $4,585 | $2,519+82.0% | $3,769+21.7% | $2,596+76.6% |
| Participant deferral / active EE | $10,457 | $5,901+77.2% | $6,952+50.4% | $4,027+159.7% |
| Admin fee / account holder | $7,181 | $5,637+27.4% | $6,731+6.7% | $5,403+32.9% |