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 6-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 | $147,912 | $167,307-11.6% | $143,757+2.9% | $134,475+10.0% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -18.87% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $12,504 | $5,619+122.5% | $4,951+152.6% | $4,740+163.8% |
| Participant deferral / active EE | $16,165 | $6,446+150.8% | $5,637+186.8% | $6,400+152.6% |
| Admin fee / account holder | $1,115 | $18,088-93.8% | $14,673-92.4% | $11,426-90.2% |