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 8-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 | $51,873 | $59,805-13.3% | $79,550-34.8% | $68,494-24.3% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -17.80% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,738 | $1,505+81.9% | $2,413+13.5% | $2,596+5.4% |
| Participant deferral / active EE | $4,510 | $3,024+49.1% | $3,985+13.2% | $4,027+12.0% |
| Admin fee / account holder | $6,397 | $4,835+32.3% | $6,832-6.4% | $5,403+18.4% |