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 | $122,873 | $64,707+89.9% | $112,228+9.5% | $68,494+79.4% |
| Participation rate | 80.2% | 67.2%+13.1pp | 75.1%+5.2pp | 67.9%+12.4pp |
| Annual return | 5.94% | -11.40%+17.3pp | 27.45%-21.5pp | -7.84%+13.8pp |
| Employer contribution / active EE | $768 | $2,746-72.0% | $3,635-78.9% | $2,596-70.4% |
| Participant deferral / active EE | $4,229 | $3,565+18.6% | $4,728-10.5% | $4,027+5.0% |
| Admin fee / account holder | $10,990 | $5,232+110.1% | $6,410+71.5% | $5,403+103.4% |