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 7-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 | $205,486 | $167,307+22.8% | $143,757+42.9% | $134,475+52.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -13.72% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $9,072 | $5,619+61.5% | $4,951+83.2% | $4,740+91.4% |
| Participant deferral / active EE | $4,814 | $6,446-25.3% | $5,637-14.6% | $6,400-24.8% |
| Admin fee / account holder | $7,276 | $18,088-59.8% | $14,673-50.4% | $11,426-36.3% |