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 | $155,313 | $92,222+68.4% | $76,768+102.3% | $135,375+14.7% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -6.56% | 5.46%-12.0pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,986 | $3,216-38.2% | $2,485-20.1% | $4,779-58.4% |
| Participant deferral / active EE | $10,607 | $4,509+135.2% | $3,852+175.4% | $5,609+89.1% |
| Admin fee / account holder | $1,409 | $10,748-86.9% | $6,675-78.9% | $10,827-87.0% |