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 | $127,391 | $73,004+74.5% | $90,749+40.4% | $68,494+86.0% |
| Participation rate | 98.4% | 70.8%+27.5pp | 75.7%+22.7pp | 67.9%+30.5pp |
| Annual return | -15.57% | -13.81%-1.8pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,279 | $2,193+49.5% | $2,921+12.3% | $2,596+26.3% |
| Participant deferral / active EE | $3,396 | $3,627-6.4% | $4,564-25.6% | $4,027-15.7% |
| Admin fee / account holder | $3,859 | $5,896-34.5% | $8,445-54.3% | $5,403-28.6% |