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 | $98,245 | $81,900+20.0% | $119,609-17.9% | $68,494+43.4% |
| Participation rate | 95.2% | 71.9%+23.3pp | 79.3%+16.0pp | 67.9%+27.3pp |
| Annual return | -18.18% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,798 | $2,693-33.2% | $4,232-57.5% | $2,596-30.7% |
| Participant deferral / active EE | $5,091 | $4,148+22.7% | $5,602-9.1% | $4,027+26.4% |
| Admin fee / account holder | $3,549 | $6,582-46.1% | $10,323-65.6% | $5,403-34.3% |