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 3-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 | $91,532 | $110,094-16.9% | $151,611-39.6% | $68,494+33.6% |
| Participation rate | 92.4% | 84.0%+8.5pp | 87.5%+4.9pp | 67.9%+24.5pp |
| Annual return | -15.28% | -10.12%-5.2pp | 3.33%-18.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $6,570 | $4,471+47.0% | $6,166+6.5% | $2,596+153.0% |
| Participant deferral / active EE | $17,175 | $6,527+163.1% | $8,363+105.4% | $4,027+326.5% |
| Admin fee / account holder | $1,561 | $7,719-79.8% | $11,616-86.6% | $5,403-71.1% |