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 | $76,573 | $95,862-20.1% | $79,550-3.7% | $134,475-43.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -15.19% | -2.69%-12.5pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,793 | $3,128-42.7% | $2,413-25.7% | $4,740-62.2% |
| Participant deferral / active EE | $5,472 | $4,693+16.6% | $3,985+37.3% | $6,400-14.5% |
| Admin fee / account holder | $4,528 | $9,126-50.4% | $6,832-33.7% | $11,426-60.4% |