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 | $118,416 | $100,754+17.5% | $86,677+36.6% | $134,475-11.9% |
| Participation rate | 84.6% | 78.9%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -12.60% | 29.04%-41.6pp | 35.91%-48.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,008 | $3,489-42.4% | $2,836-29.2% | $4,740-57.6% |
| Participant deferral / active EE | $5,367 | $5,338+0.5% | $4,656+15.3% | $6,400-16.1% |
| Admin fee / account holder | $29,915 | $10,926+173.8% | $7,493+299.2% | $11,426+161.8% |