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 | $70,307 | $81,900-14.2% | $119,609-41.2% | $68,494+2.6% |
| Participation rate | 98.2% | 71.9%+26.3pp | 79.3%+18.9pp | 67.9%+30.3pp |
| Annual return | -15.64% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,747 | $2,693+76.2% | $4,232+12.2% | $2,596+82.8% |
| Participant deferral / active EE | $4,564 | $4,148+10.0% | $5,602-18.5% | $4,027+13.3% |
| Admin fee / account holder | $6,637 | $6,582+0.8% | $10,323-35.7% | $5,403+22.9% |