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 | $205,917 | $54,380+278.7% | $68,509+200.6% | $59,632+245.3% |
| Participation rate | 98.2% | 70.2%+28.0pp | 74.7%+23.5pp | 68.7%+29.5pp |
| Annual return | -0.95% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,496 | $2,643+183.6% | $3,382+121.6% | $3,192+134.9% |
| Admin fee / account holder | $3,545 | $3,885-8.8% | $5,275-32.8% | $4,297-17.5% |