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 | $85,546 | $69,010+24.0% | $159,960-46.5% | $68,494+24.9% |
| Participation rate | 95.7% | 65.4%+30.3pp | 78.0%+17.8pp | 67.9%+27.9pp |
| Annual return | -17.00% | -9.65%-7.3pp | 408.60%-425.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,917 | $2,213-13.4% | $4,226-54.6% | $2,596-26.2% |
| Participant deferral / active EE | $6,444 | $4,212+53.0% | $6,182+4.2% | $4,027+60.0% |
| Admin fee / account holder | $2,167 | $4,798-54.8% | $8,698-75.1% | $5,403-59.9% |