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 9-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 | $67,321 | $64,707+4.0% | $112,228-40.0% | $68,494-1.7% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -16.94% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,183 | $2,746+52.3% | $3,635+15.1% | $2,596+61.1% |
| Participant deferral / active EE | $4,319 | $3,565+21.1% | $4,728-8.7% | $4,027+7.2% |
| Admin fee / account holder | $788 | $5,232-84.9% | $6,410-87.7% | $5,403-85.4% |