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 | $126,608 | $72,177+75.4% | $115,037+10.1% | $59,632+112.3% |
| Participation rate | 92.7% | 72.6%+20.1pp | 81.4%+11.3pp | 68.7%+24.0pp |
| Annual return | -0.07% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $3,614 | $2,841+27.2% | $4,608-21.6% | $2,203+64.1% |
| Participant deferral / active EE | $6,781 | $4,783+41.8% | $6,026+12.5% | $3,192+112.4% |
| Admin fee / account holder | $7,818 | $4,927+58.7% | $8,175-4.4% | $4,297+81.9% |