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 7-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 | $100,827 | $83,427+20.9% | $115,756-12.9% | $68,494+47.2% |
| Participation rate | 74.6% | 71.9%+2.7pp | 77.1%-2.4pp | 67.9%+6.8pp |
| Annual return | -12.79% | -10.95%-1.8pp | 143.14%-155.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,856 | $3,075+25.4% | $3,793+1.7% | $2,596+48.5% |
| Participant deferral / active EE | $5,363 | $5,355+0.2% | $6,254-14.2% | $4,027+33.2% |
| Admin fee / account holder | $36,356 | $5,708+537.0% | $8,124+347.5% | $5,403+572.9% |