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 | $154,268 | $100,754+53.1% | $86,677+78.0% | $134,475+14.7% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -17.73% | 29.04%-46.8pp | 35.91%-53.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,768 | $3,489+8.0% | $2,836+32.8% | $4,740-20.5% |
| Participant deferral / active EE | $7,214 | $5,338+35.1% | $4,656+54.9% | $6,400+12.7% |
| Admin fee / account holder | $334 | $10,926-96.9% | $7,493-95.5% | $11,426-97.1% |