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 | $80,583 | $73,004+10.4% | $90,749-11.2% | $68,494+17.6% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -14.12% | -13.81%-0.3pp | -12.16%-2.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,384 | $2,193+8.7% | $2,921-18.4% | $2,596-8.2% |
| Participant deferral / active EE | $4,502 | $3,627+24.1% | $4,564-1.4% | $4,027+11.8% |
| Admin fee / account holder | $3,655 | $5,896-38.0% | $8,445-56.7% | $5,403-32.3% |