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 | $223,941 | $71,883+211.5% | $86,677+158.4% | $68,494+226.9% |
| Participation rate | 89.2% | 72.2%+17.0pp | 76.6%+12.6pp | 67.9%+21.3pp |
| Annual return | -18.17% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,643 | $2,173+113.7% | $2,836+63.7% | $2,596+78.8% |
| Participant deferral / active EE | $7,845 | $3,779+107.6% | $4,656+68.5% | $4,027+94.8% |
| Admin fee / account holder | $3,546 | $6,112-42.0% | $7,493-52.7% | $5,403-34.4% |