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 | $214,392 | $64,707+231.3% | $112,228+91.0% | $68,494+213.0% |
| Participation rate | 73.5% | 67.2%+6.4pp | 75.1%-1.5pp | 67.9%+5.6pp |
| Annual return | -16.70% | -11.40%-5.3pp | 27.45%-44.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,442 | $2,746-11.1% | $3,635-32.8% | $2,596-6.0% |
| Participant deferral / active EE | $4,832 | $3,565+35.5% | $4,728+2.2% | $4,027+20.0% |
| Admin fee / account holder | $3,948 | $5,232-24.5% | $6,410-38.4% | $5,403-26.9% |