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 5-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 | $55,785 | $72,607-23.2% | $90,749-38.5% | $66,914-16.6% |
| Participation rate | 82.6% | 73.7%+9.0pp | 75.7%+7.0pp | 69.8%+12.8pp |
| Annual return | -4.39% | -12.28%+7.9pp | -12.16%+7.8pp | 1.58%-6.0pp |
| Employer contribution / active EE | $3,656 | $2,369+54.4% | $2,921+25.2% | $2,544+43.7% |
| Participant deferral / active EE | $14,252 | $3,977+258.3% | $4,564+212.3% | $4,237+236.4% |
| Admin fee / account holder | $3,310 | $707+368.0% | $8,445-60.8% | $593+458.0% |