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 8-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 | $85,855 | $69,518+23.5% | $59,878+43.4% | $135,375-36.6% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.7%+17.6pp | 82.6%+9.7pp |
| Annual return | -5.97% | 7.94%-13.9pp | 3.46%-9.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $10,816 | $3,235+234.4% | $2,722+297.4% | $4,779+126.3% |
| Participant deferral / active EE | $11,010 | $4,206+161.8% | $3,402+223.6% | $5,609+96.3% |
| Admin fee / account holder | $688 | $5,734-88.0% | $3,590-80.8% | $10,827-93.6% |