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 | $82,363 | $71,883+14.6% | $86,677-5.0% | $68,494+20.2% |
| Participation rate | 81.0% | 72.2%+8.7pp | 76.6%+4.4pp | 67.9%+13.1pp |
| Annual return | -18.45% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,638 | $2,173+21.4% | $2,836-7.0% | $2,596+1.6% |
| Participant deferral / active EE | $6,215 | $3,779+64.5% | $4,656+33.5% | $4,027+54.3% |
| Admin fee / account holder | $1,752 | $6,112-71.3% | $7,493-76.6% | $5,403-67.6% |