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 | $62,744 | $42,894+46.3% | $60,874+3.1% | $68,494-8.4% |
| Participation rate | 74.2% | 66.8%+7.4pp | 73.1%+1.1pp | 67.9%+6.3pp |
| Annual return | -16.17% | -13.98%-2.2pp | 16.90%-33.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,040 | $1,978+154.8% | $2,701+86.6% | $2,596+94.1% |
| Participant deferral / active EE | $12,191 | $2,867+325.3% | $3,817+219.4% | $4,027+202.7% |
| Admin fee / account holder | $2,672 | $3,101-13.8% | $3,224-17.1% | $5,403-50.6% |