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 9-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 | $75,877 | $56,357+34.6% | $104,294-27.2% | $68,494+10.8% |
| Participation rate | 83.7% | 63.3%+20.5pp | 73.3%+10.5pp | 67.9%+15.8pp |
| Annual return | -15.03% | -9.19%-5.8pp | 24.61%-39.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,684 | $1,960-14.1% | $3,372-50.0% | $2,596-35.1% |
| Participant deferral / active EE | $5,182 | $3,077+68.4% | $4,625+12.0% | $4,027+28.7% |
| Admin fee / account holder | $14,279 | $4,903+191.3% | $7,339+94.5% | $5,403+164.3% |