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 | $76,286 | $42,894+77.8% | $60,874+25.3% | $68,494+11.4% |
| Participation rate | 86.5% | 66.8%+19.7pp | 73.1%+13.4pp | 67.9%+18.6pp |
| Annual return | -13.03% | -13.98%+0.9pp | 16.90%-29.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,507 | $1,978+26.7% | $2,701-7.2% | $2,596-3.4% |
| Participant deferral / active EE | $1,512 | $2,867-47.2% | $3,817-60.4% | $4,027-62.4% |
| Admin fee / account holder | $8,319 | $3,101+168.3% | $3,224+158.0% | $5,403+54.0% |