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 | $145,316 | $76,000+91.2% | $154,107-5.7% | $64,186+126.4% |
| Participation rate | 84.1% | 70.4%+13.7pp | 83.0%+1.1pp | 69.6%+14.5pp |
| Annual return | -5.58% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,315 | $3,351-30.9% | $5,298-56.3% | $2,381-2.8% |
| Participant deferral / active EE | $5,326 | $3,175+67.7% | $5,081+4.8% | $3,470+53.5% |
| Admin fee / account holder | $13,303 | $5,596+137.7% | $13,411-0.8% | $4,888+172.2% |