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 8-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 | $207,887 | $142,344+46.0% | $119,609+73.8% | $134,475+54.6% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.18% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $8,077 | $5,222+54.7% | $4,232+90.9% | $4,740+70.4% |
| Participant deferral / active EE | $19,581 | $6,469+202.7% | $5,602+249.5% | $6,400+206.0% |
| Admin fee / account holder | $24,394 | $13,584+79.6% | $10,323+136.3% | $11,426+113.5% |