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 7-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 | $120,414 | $90,519+33.0% | $93,789+28.4% | $134,475-10.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 81.0%+6.5pp | 81.2%+6.3pp |
| Annual return | -13.31% | -15.72%+2.4pp | -11.33%-2.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $20,948 | $4,343+382.4% | $4,323+384.6% | $4,740+342.0% |
| Participant deferral / active EE | $22,777 | $5,978+281.0% | $6,094+273.7% | $6,400+255.9% |
| Admin fee / account holder | $7,831 | $9,252-15.4% | $7,195+8.8% | $11,426-31.5% |