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 8-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 | $94,298 | $45,863+105.6% | $77,024+22.4% | $68,494+37.7% |
| Participation rate | 83.3% | 55.9%+27.4pp | 67.9%+15.4pp | 67.9%+15.4pp |
| Annual return | -13.19% | 1.72%-14.9pp | 42.32%-55.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,399 | $1,650+166.7% | $2,812+56.4% | $2,596+69.4% |
| Participant deferral / active EE | $8,314 | $2,962+180.7% | $4,426+87.8% | $4,027+106.5% |
| Admin fee / account holder | $845 | $3,041-72.2% | $5,425-84.4% | $5,403-84.4% |