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 | $65,957 | $59,805+10.3% | $79,550-17.1% | $68,494-3.7% |
| Participation rate | 72.1% | 61.1%+11.0pp | 69.5%+2.6pp | 67.9%+4.2pp |
| Annual return | -16.06% | -12.30%-3.8pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,628 | $1,505+141.1% | $2,413+50.3% | $2,596+39.7% |
| Participant deferral / active EE | $5,527 | $3,024+82.7% | $3,985+38.7% | $4,027+37.2% |
| Admin fee / account holder | $935 | $4,835-80.7% | $6,832-86.3% | $5,403-82.7% |