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 | $32,039 | $58,320-45.1% | $86,436-62.9% | $66,914-52.1% |
| Participation rate | 95.0% | 78.6%+16.5pp | 80.3%+14.7pp | 69.8%+25.2pp |
| Annual return | -7.08% | -9.71%+2.6pp | 4394.89%-4402.0pp | 1.58%-8.7pp |
| Employer contribution / active EE | $7,226 | $2,615+176.3% | $3,769+91.8% | $2,544+184.0% |
| Participant deferral / active EE | $10,813 | $6,899+56.7% | $6,952+55.5% | $4,237+155.2% |
| Admin fee / account holder | $1,968 | $546+260.5% | $6,731-70.8% | $593+231.7% |