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 | $159,451 | $95,862+66.3% | $79,550+100.4% | $134,475+18.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -17.57% | -2.69%-14.9pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,055 | $3,128-34.3% | $2,413-14.8% | $4,740-56.6% |
| Participant deferral / active EE | $4,739 | $4,693+1.0% | $3,985+18.9% | $6,400-26.0% |
| Admin fee / account holder | $1,165 | $9,126-87.2% | $6,832-83.0% | $11,426-89.8% |