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 | $77,164 | $42,894+79.9% | $60,874+26.8% | $68,494+12.7% |
| Participation rate | 94.6% | 66.8%+27.8pp | 73.1%+21.5pp | 67.9%+26.7pp |
| Annual return | -7.08% | -13.98%+6.9pp | 16.90%-24.0pp | -7.84%+0.8pp |
| Employer contribution / active EE | $2,014 | $1,978+1.8% | $2,701-25.5% | $2,596-22.4% |
| Participant deferral / active EE | $4,218 | $2,867+47.1% | $3,817+10.5% | $4,027+4.7% |
| Admin fee / account holder | $420 | $3,101-86.4% | $3,224-87.0% | $5,403-92.2% |