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 | $34,619 | $45,863-24.5% | $77,024-55.1% | $68,494-49.5% |
| Participation rate | 72.0% | 55.9%+16.1pp | 67.9%+4.1pp | 67.9%+4.1pp |
| Annual return | -18.23% | 1.72%-20.0pp | 42.32%-60.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,276 | $1,650+38.0% | $2,812-19.1% | $2,596-12.3% |
| Participant deferral / active EE | $4,107 | $2,962+38.7% | $4,426-7.2% | $4,027+2.0% |
| Admin fee / account holder | $483 | $3,041-84.1% | $5,425-91.1% | $5,403-91.1% |