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 | $62,209 | $71,883-13.5% | $86,677-28.2% | $68,494-9.2% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -12.45% | 3.52%-16.0pp | 35.91%-48.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,901 | $2,173+33.5% | $2,836+2.3% | $2,596+11.7% |
| Participant deferral / active EE | $7,421 | $3,779+96.4% | $4,656+59.4% | $4,027+84.3% |
| Admin fee / account holder | $10,317 | $6,112+68.8% | $7,493+37.7% | $5,403+91.0% |