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 4-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 | $36,792 | $71,883-48.8% | $86,677-57.6% | $68,494-46.3% |
| Participation rate | 78.7% | 72.2%+6.4pp | 76.6%+2.1pp | 67.9%+10.8pp |
| Annual return | -13.52% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,667 | $2,173-23.3% | $2,836-41.2% | $2,596-35.8% |
| Participant deferral / active EE | $5,137 | $3,779+35.9% | $4,656+10.3% | $4,027+27.6% |
| Admin fee / account holder | $11,066 | $6,112+81.1% | $7,493+47.7% | $5,403+104.8% |