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 | $138,848 | $64,707+114.6% | $112,228+23.7% | $68,494+102.7% |
| Participation rate | 71.0% | 67.2%+3.8pp | 75.1%-4.1pp | 67.9%+3.1pp |
| Annual return | -15.81% | -11.40%-4.4pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,912 | $2,746-30.4% | $3,635-47.4% | $2,596-26.4% |
| Participant deferral / active EE | $4,163 | $3,565+16.8% | $4,728-12.0% | $4,027+3.4% |
| Admin fee / account holder | $2,625 | $5,232-49.8% | $6,410-59.1% | $5,403-51.4% |