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 | $75,433 | $56,357+33.8% | $104,294-27.7% | $68,494+10.1% |
| Participation rate | 87.5% | 63.3%+24.2pp | 73.3%+14.2pp | 67.9%+19.6pp |
| Annual return | -16.43% | -9.19%-7.2pp | 24.61%-41.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,126 | $1,960+59.5% | $3,372-7.3% | $2,596+20.4% |
| Participant deferral / active EE | $5,078 | $3,077+65.0% | $4,625+9.8% | $4,027+26.1% |
| Admin fee / account holder | $11,446 | $4,903+133.5% | $7,339+56.0% | $5,403+111.9% |