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 8-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 | $84,453 | $81,900+3.1% | $119,609-29.4% | $68,494+23.3% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.3pp | 67.9%+24.7pp |
| Annual return | -18.10% | -23.82%+5.7pp | -14.97%-3.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,031 | $2,693+86.8% | $4,232+18.9% | $2,596+93.8% |
| Participant deferral / active EE | $12,354 | $4,148+197.9% | $5,602+120.5% | $4,027+206.8% |
| Admin fee / account holder | $1,424 | $6,582-78.4% | $10,323-86.2% | $5,403-73.6% |