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 | $144,822 | $71,883+101.5% | $86,677+67.1% | $68,494+111.4% |
| Participation rate | 94.7% | 72.2%+22.5pp | 76.6%+18.2pp | 67.9%+26.8pp |
| Annual return | -17.33% | 3.52%-20.9pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,222 | $2,173+2.3% | $2,836-21.7% | $2,596-14.4% |
| Participant deferral / active EE | $7,071 | $3,779+87.1% | $4,656+51.9% | $4,027+75.6% |
| Admin fee / account holder | $6,858 | $6,112+12.2% | $7,493-8.5% | $5,403+26.9% |