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 | $168,912 | $167,484+0.9% | $151,611+11.4% | $134,475+25.6% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -15.48% | 7.80%-23.3pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $12,983 | $6,829+90.1% | $6,166+110.6% | $4,740+173.9% |
| Participant deferral / active EE | $21,347 | $8,986+137.6% | $8,363+155.2% | $6,400+233.6% |
| Admin fee / account holder | $304 | $13,783-97.8% | $11,616-97.4% | $11,426-97.3% |