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 6-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 | $74,702 | $46,674+60.0% | $117,472-36.4% | $68,494+9.1% |
| Participation rate | 95.3% | 56.8%+38.6pp | 70.6%+24.8pp | 67.9%+27.5pp |
| Annual return | -11.32% | -14.52%+3.2pp | 29.74%-41.1pp | -7.84%-3.5pp |
| Employer contribution / active EE | $5,096 | $1,505+238.7% | $4,176+22.0% | $2,596+96.3% |
| Participant deferral / active EE | $5,602 | $2,636+112.5% | $4,070+37.6% | $4,027+39.1% |
| Admin fee / account holder | $1,851 | $4,020-53.9% | $5,645-67.2% | $5,403-65.7% |