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 | $199,363 | $167,307+19.2% | $143,757+38.7% | $134,475+48.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -16.99% | 0.46%-17.5pp | -0.04%-16.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,288 | $5,619-41.5% | $4,951-33.6% | $4,740-30.6% |
| Participant deferral / active EE | $7,118 | $6,446+10.4% | $5,637+26.3% | $6,400+11.2% |
| Admin fee / account holder | $1,703 | $18,088-90.6% | $14,673-88.4% | $11,426-85.1% |