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 | $89,037 | $65,435+36.1% | $86,677+2.7% | $66,914+33.1% |
| Participation rate | 80.4% | 75.5%+4.9pp | 76.6%+3.8pp | 69.8%+10.6pp |
| Annual return | -12.96% | -10.89%-2.1pp | 35.91%-48.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,584 | $2,153+20.0% | $2,836-8.9% | $2,544+1.5% |
| Participant deferral / active EE | $5,070 | $4,100+23.6% | $4,656+8.9% | $4,237+19.7% |
| Admin fee / account holder | $12,697 | $642+1879.2% | $7,493+69.4% | $593+2040.3% |