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 | $117,874 | $81,900+43.9% | $119,609-1.5% | $68,494+72.1% |
| Participation rate | 84.8% | 71.9%+12.9pp | 79.3%+5.5pp | 67.9%+16.9pp |
| Annual return | -17.01% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,419 | $2,693+26.9% | $4,232-19.2% | $2,596+31.7% |
| Participant deferral / active EE | $8,359 | $4,148+101.5% | $5,602+49.2% | $4,027+107.6% |
| Admin fee / account holder | $6,750 | $6,582+2.6% | $10,323-34.6% | $5,403+24.9% |