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 5-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 | $68,976 | $48,265+42.9% | $68,791+0.3% | $68,494+0.7% |
| Participation rate | 93.3% | 60.7%+32.7pp | 69.0%+24.3pp | 67.9%+25.4pp |
| Annual return | -15.63% | -12.71%-2.9pp | -6.38%-9.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,441 | $1,829+33.5% | $2,655-8.1% | $2,596-6.0% |
| Participant deferral / active EE | $5,364 | $2,867+87.1% | $3,941+36.1% | $4,027+33.2% |
| Admin fee / account holder | $1,134 | $4,355-74.0% | $4,932-77.0% | $5,403-79.0% |