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 | $77,564 | $69,010+12.4% | $159,960-51.5% | $68,494+13.2% |
| Participation rate | 97.7% | 65.4%+32.3pp | 78.0%+19.7pp | 67.9%+29.8pp |
| Annual return | -18.14% | -9.65%-8.5pp | 408.60%-426.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,201 | $2,213-0.5% | $4,226-47.9% | $2,596-15.2% |
| Participant deferral / active EE | $6,914 | $4,212+64.2% | $6,182+11.8% | $4,027+71.7% |
| Admin fee / account holder | $5,471 | $4,798+14.0% | $8,698-37.1% | $5,403+1.3% |