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 | $190,200 | $167,484+13.6% | $151,611+25.5% | $134,475+41.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -9.80% | 7.80%-17.6pp | 3.33%-13.1pp | 417.96%-427.8pp |
| Employer contribution / active EE | $4,092 | $6,829-40.1% | $6,166-33.6% | $4,740-13.7% |
| Participant deferral / active EE | $15,400 | $8,986+71.4% | $8,363+84.1% | $6,400+140.6% |
| Admin fee / account holder | $1,141 | $13,783-91.7% | $11,616-90.2% | $11,426-90.0% |