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 6-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 | $155,331 | $152,587+1.8% | $125,175+24.1% | $152,861+1.6% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 21.22% | 54.84%-33.6pp | 43.79%-22.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,038 | $5,868-48.2% | $4,937-38.5% | $5,850-48.1% |
| Admin fee / account holder | $1,505 | $13,434-88.8% | $9,702-84.5% | $11,596-87.0% |