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 | $226,123 | $131,829+71.5% | $108,579+108.3% | $273,961-17.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 8.07% | -91.57%+99.6pp | -51.70%+59.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,824 | $4,912-62.9% | $3,758-51.5% | $4,869-62.5% |
| Participant deferral / active EE | $4,790 | $5,127-6.6% | $4,311+11.1% | $5,287-9.4% |
| Admin fee / account holder | $7,293 | $10,252-28.9% | $7,645-4.6% | $10,132-28.0% |