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 | $157,277 | $95,862+64.1% | $79,550+97.7% | $134,475+17.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.59% | -2.69%-14.9pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,759 | $3,128-43.8% | $2,413-27.1% | $4,740-62.9% |
| Participant deferral / active EE | $5,081 | $4,693+8.3% | $3,985+27.5% | $6,400-20.6% |
| Admin fee / account holder | $1,638 | $9,126-82.1% | $6,832-76.0% | $11,426-85.7% |