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 | $81,400 | $48,265+68.7% | $68,791+18.3% | $68,494+18.8% |
| Participation rate | 95.6% | 60.7%+34.9pp | 69.0%+26.6pp | 67.9%+27.7pp |
| Annual return | -13.68% | -12.71%-1.0pp | -6.38%-7.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $4,079 | $1,829+123.1% | $2,655+53.6% | $2,596+57.1% |
| Participant deferral / active EE | $3,221 | $2,867+12.4% | $3,941-18.3% | $4,027-20.0% |
| Admin fee / account holder | $1,468 | $4,355-66.3% | $4,932-70.2% | $5,403-72.8% |