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 8-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 | $187,058 | $167,307+11.8% | $143,757+30.1% | $134,475+39.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.68% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,534 | $5,619-72.7% | $4,951-69.0% | $4,740-67.6% |
| Participant deferral / active EE | $9,984 | $6,446+54.9% | $5,637+77.1% | $6,400+56.0% |
| Admin fee / account holder | $804 | $18,088-95.6% | $14,673-94.5% | $11,426-93.0% |