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 | $88,274 | $71,883+22.8% | $86,677+1.8% | $68,494+28.9% |
| Participation rate | 73.9% | 72.2%+1.7pp | 76.6%-2.7pp | 67.9%+6.0pp |
| Annual return | -15.51% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,488 | $2,173-31.5% | $2,836-47.5% | $2,596-42.7% |
| Participant deferral / active EE | $3,737 | $3,779-1.1% | $4,656-19.7% | $4,027-7.2% |
| Admin fee / account holder | $18,105 | $6,112+196.2% | $7,493+141.6% | $5,403+235.1% |