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 | $81,128 | $167,484-51.6% | $151,611-46.5% | $134,475-39.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -17.22% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,588 | $6,829-62.1% | $6,166-58.0% | $4,740-45.4% |
| Participant deferral / active EE | $6,074 | $8,986-32.4% | $8,363-27.4% | $6,400-5.1% |
| Admin fee / account holder | $1,067 | $13,783-92.3% | $11,616-90.8% | $11,426-90.7% |