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 | $146,562 | $167,484-12.5% | $151,611-3.3% | $134,475+9.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -16.44% | 7.80%-24.2pp | 3.33%-19.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $18,821 | $6,829+175.6% | $6,166+205.2% | $4,740+297.1% |
| Participant deferral / active EE | $8,544 | $8,986-4.9% | $8,363+2.2% | $6,400+33.5% |
| Admin fee / account holder | $4,380 | $13,783-68.2% | $11,616-62.3% | $11,426-61.7% |