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 8-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 | $67,877 | $175,600-61.3% | $129,110-47.4% | $134,475-49.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -11.40% | -11.39%0pp | -10.94%-0.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $9,267 | $6,355+45.8% | $5,052+83.4% | $4,740+95.5% |
| Participant deferral / active EE | $3,416 | $7,975-57.2% | $6,542-47.8% | $6,400-46.6% |
| Admin fee / account holder | $29,551 | $23,567+25.4% | $14,302+106.6% | $11,426+158.6% |