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 | $94,523 | $81,900+15.4% | $119,609-21.0% | $68,494+38.0% |
| Participation rate | 97.7% | 71.9%+25.8pp | 79.3%+18.5pp | 67.9%+29.8pp |
| Annual return | -17.77% | -23.82%+6.0pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,809 | $2,693+78.6% | $4,232+13.6% | $2,596+85.2% |
| Participant deferral / active EE | $6,395 | $4,148+54.2% | $5,602+14.1% | $4,027+58.8% |
| Admin fee / account holder | $7,417 | $6,582+12.7% | $10,323-28.2% | $5,403+37.3% |