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 | $74,184 | $71,883+3.2% | $86,677-14.4% | $68,494+8.3% |
| Participation rate | 79.2% | 72.2%+6.9pp | 76.6%+2.6pp | 67.9%+11.3pp |
| Annual return | -16.06% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,861 | $2,173-14.4% | $2,836-34.4% | $2,596-28.3% |
| Participant deferral / active EE | $5,342 | $3,779+41.4% | $4,656+14.8% | $4,027+32.7% |
| Admin fee / account holder | $12,095 | $6,112+97.9% | $7,493+61.4% | $5,403+123.9% |