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 | $195,508 | $82,286+137.6% | $68,791+184.2% | $134,475+45.4% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.0%+26.4pp | 81.2%+14.2pp |
| Annual return | -15.65% | -2.19%-13.5pp | -6.38%-9.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $919 | $3,301-72.2% | $2,655-65.4% | $4,740-80.6% |
| Participant deferral / active EE | $7,473 | $4,739+57.7% | $3,941+89.6% | $6,400+16.8% |
| Admin fee / account holder | $802 | $6,481-87.6% | $4,932-83.7% | $11,426-93.0% |