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 9-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 | $141,470 | $167,307-15.4% | $143,757-1.6% | $134,475+5.2% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -17.26% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $7,359 | $5,619+31.0% | $4,951+48.6% | $4,740+55.3% |
| Participant deferral / active EE | $7,858 | $6,446+21.9% | $5,637+39.4% | $6,400+22.8% |
| Admin fee / account holder | $1,238 | $18,088-93.2% | $14,673-91.6% | $11,426-89.2% |