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 | $92,240 | $64,707+42.6% | $112,228-17.8% | $68,494+34.7% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -14.73% | -11.40%-3.3pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,092 | $2,746-23.8% | $3,635-42.4% | $2,596-19.4% |
| Participant deferral / active EE | $5,222 | $3,565+46.5% | $4,728+10.4% | $4,027+29.7% |
| Admin fee / account holder | $739 | $5,232-85.9% | $6,410-88.5% | $5,403-86.3% |