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 | $161,915 | $127,100+27.4% | $105,738+53.1% | $135,375+19.6% |
| Participation rate | 78.3% | 82.7%-4.4pp | 76.3%+1.9pp | 82.6%-4.4pp |
| Annual return | -6.12% | 4.49%-10.6pp | 6.27%-12.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,904 | $4,107-53.6% | $3,268-41.7% | $4,779-60.1% |
| Participant deferral / active EE | $5,906 | $5,064+16.6% | $4,080+44.7% | $5,609+5.3% |
| Admin fee / account holder | $4,837 | $9,087-46.8% | $6,913-30.0% | $10,827-55.3% |