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 | $199,662 | $92,222+116.5% | $76,768+160.1% | $135,375+47.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -5.97% | 5.46%-11.4pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,495 | $3,216-22.4% | $2,485+0.4% | $4,779-47.8% |
| Participant deferral / active EE | $3,706 | $4,509-17.8% | $3,852-3.8% | $5,609-33.9% |
| Admin fee / account holder | $2,069 | $10,748-80.7% | $6,675-69.0% | $10,827-80.9% |