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 | $86,430 | $54,350+59.0% | $82,719+4.5% | $68,494+26.2% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -16.16% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,197 | $2,218-0.9% | $3,009-27.0% | $2,596-15.4% |
| Participant deferral / active EE | $5,607 | $3,246+72.7% | $4,395+27.6% | $4,027+39.2% |
| Admin fee / account holder | $11,960 | $4,395+172.1% | $5,329+124.4% | $5,403+121.4% |