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 5-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 | $87,800 | $81,900+7.2% | $119,609-26.6% | $68,494+28.2% |
| Participation rate | 89.2% | 71.9%+17.3pp | 79.3%+9.9pp | 67.9%+21.3pp |
| Annual return | -6.03% | -23.82%+17.8pp | -14.97%+8.9pp | -7.84%+1.8pp |
| Employer contribution / active EE | $1,583 | $2,693-41.2% | $4,232-62.6% | $2,596-39.0% |
| Participant deferral / active EE | $4,464 | $4,148+7.6% | $5,602-20.3% | $4,027+10.8% |
| Admin fee / account holder | $8,231 | $6,582+25.1% | $10,323-20.3% | $5,403+52.4% |