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 7-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 | $161,922 | $81,900+97.7% | $119,609+35.4% | $68,494+136.4% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -14.21% | -23.82%+9.6pp | -14.97%+0.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,492 | $2,693-7.5% | $4,232-41.1% | $2,596-4.0% |
| Participant deferral / active EE | $4,888 | $4,148+17.9% | $5,602-12.7% | $4,027+21.4% |
| Admin fee / account holder | $4,452 | $6,582-32.4% | $10,323-56.9% | $5,403-17.6% |