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 9-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 | $206,657 | $95,971+115.3% | $74,550+177.2% | $135,375+52.7% |
| Participation rate | 89.5% | 75.7%+13.8pp | 69.1%+20.3pp | 82.6%+6.8pp |
| Annual return | -0.98% | 56.96%-57.9pp | 32.53%-33.5pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,553 | $2,716-42.8% | $1,961-20.8% | $4,779-67.5% |
| Participant deferral / active EE | $4,042 | $3,843+5.2% | $3,108+30.1% | $5,609-27.9% |
| Admin fee / account holder | $8,662 | $6,522+32.8% | $5,060+71.2% | $10,827-20.0% |