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 6-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 | $166,318 | $228,332-27.2% | $185,823-10.5% | $158,922+4.7% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,607 | $4,967-47.5% | $4,087-36.2% | $4,761-45.2% |
| Participant deferral / active EE | $14,586 | $6,415+127.4% | $5,632+159.0% | $5,982+143.8% |
| Admin fee / account holder | $1,884 | $11,864-84.1% | $9,500-80.2% | $11,246-83.2% |