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 | $58,115 | $53,162+9.3% | $91,220-36.3% | $68,494-15.2% |
| Participation rate | 75.9% | 63.2%+12.7pp | 73.2%+2.7pp | 67.9%+8.0pp |
| Annual return | -15.60% | -3.14%-12.5pp | 114.01%-129.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,231 | $1,709+30.5% | $2,850-21.7% | $2,596-14.1% |
| Participant deferral / active EE | $3,770 | $2,974+26.8% | $4,234-10.9% | $4,027-6.4% |
| Admin fee / account holder | $601 | $4,493-86.6% | $5,420-88.9% | $5,403-88.9% |