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 | $69,229 | $68,547+1.0% | $120,354-42.5% | $80,856-14.4% |
| Participation rate | 78.1% | 61.6%+16.5pp | 71.9%+6.2pp | 67.6%+10.5pp |
| Annual return | 12.42% | 23.60%-11.2pp | 107.15%-94.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,856 | $2,051+39.3% | $3,463-17.5% | $2,755+3.7% |
| Participant deferral / active EE | $5,144 | $3,173+62.1% | $4,991+3.1% | $4,296+19.7% |
| Admin fee / account holder | $692 | $5,732-87.9% | $9,423-92.7% | $6,918-90.0% |