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 | $81,241 | $59,805+35.8% | $79,550+2.1% | $68,494+18.6% |
| Participation rate | 95.6% | 61.1%+34.5pp | 69.5%+26.1pp | 67.9%+27.7pp |
| Annual return | -18.54% | -12.30%-6.2pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,957 | $1,505+96.5% | $2,413+22.5% | $2,596+13.9% |
| Participant deferral / active EE | $6,534 | $3,024+116.0% | $3,985+63.9% | $4,027+62.2% |
| Admin fee / account holder | $701 | $4,835-85.5% | $6,832-89.7% | $5,403-87.0% |