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 6-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 | $82,753 | $81,900+1.0% | $119,609-30.8% | $68,494+20.8% |
| Participation rate | 93.5% | 71.9%+21.7pp | 79.3%+14.3pp | 67.9%+25.7pp |
| Annual return | 0.68% | -23.82%+24.5pp | -14.97%+15.6pp | -7.84%+8.5pp |
| Employer contribution / active EE | $21,059 | $2,693+681.9% | $4,232+397.6% | $2,596+711.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,948 | $6,582-9.6% | $10,323-42.4% | $5,403+10.1% |