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 | $65,696 | $81,900-19.8% | $119,609-45.1% | $68,494-4.1% |
| Participation rate | 76.1% | 71.9%+4.2pp | 79.3%-3.2pp | 67.9%+8.2pp |
| Annual return | -9.76% | -23.82%+14.1pp | -14.97%+5.2pp | -7.84%-1.9pp |
| Employer contribution / active EE | $2,682 | $2,693-0.4% | $4,232-36.6% | $2,596+3.3% |
| Participant deferral / active EE | $5,442 | $4,148+31.2% | $5,602-2.9% | $4,027+35.1% |
| Admin fee / account holder | $16,666 | $6,582+153.2% | $10,323+61.4% | $5,403+208.5% |