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 4-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 | $57,376 | $82,664-30.6% | $125,339-54.2% | $68,494-16.2% |
| Participation rate | 95.1% | 75.0%+20.1pp | 82.4%+12.8pp | 67.9%+27.2pp |
| Annual return | -6.80% | -5.97%-0.8pp | 572.05%-578.9pp | -7.84%+1.0pp |
| Employer contribution / active EE | $11,375 | $3,381+236.4% | $4,814+136.3% | $2,596+338.1% |
| Participant deferral / active EE | $16,079 | $6,110+163.1% | $7,446+115.9% | $4,027+299.3% |
| Admin fee / account holder | $558 | $6,275-91.1% | $10,010-94.4% | $5,403-89.7% |