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 8-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 | $67,837 | $42,894+58.2% | $60,874+11.4% | $68,494-1.0% |
| Participation rate | 97.4% | 66.8%+30.6pp | 73.1%+24.3pp | 67.9%+29.5pp |
| Annual return | -13.13% | -13.98%+0.8pp | 16.90%-30.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,474 | $1,978-25.5% | $2,701-45.4% | $2,596-43.2% |
| Participant deferral / active EE | $5,743 | $2,867+100.3% | $3,817+50.5% | $4,027+42.6% |
| Admin fee / account holder | $4,671 | $3,101+50.7% | $3,224+44.9% | $5,403-13.5% |