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 5-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 | $93,391 | $105,860-11.8% | $90,749+2.9% | $134,475-30.6% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -19.45% | -11.01%-8.4pp | -12.16%-7.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,686 | $3,462+35.3% | $2,921+60.4% | $4,740-1.1% |
| Participant deferral / active EE | $8,016 | $5,216+53.7% | $4,564+75.6% | $6,400+25.3% |
| Admin fee / account holder | $2,402 | $13,938-82.8% | $8,445-71.6% | $11,426-79.0% |