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 | $204,658 | $110,094+85.9% | $151,611+35.0% | $68,494+198.8% |
| Participation rate | 89.7% | 84.0%+5.7pp | 87.5%+2.2pp | 67.9%+21.8pp |
| Annual return | -17.72% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,595 | $4,471-42.0% | $6,166-57.9% | $2,596-0.1% |
| Participant deferral / active EE | $6,044 | $6,527-7.4% | $8,363-27.7% | $4,027+50.1% |
| Admin fee / account holder | $14,422 | $7,719+86.8% | $11,616+24.2% | $5,403+166.9% |