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 | $170,740 | $64,707+163.9% | $112,228+52.1% | $68,494+149.3% |
| Participation rate | 82.7% | 67.2%+15.5pp | 75.1%+7.6pp | 67.9%+14.8pp |
| Annual return | -15.53% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,644 | $2,746-3.7% | $3,635-27.3% | $2,596+1.8% |
| Participant deferral / active EE | $6,090 | $3,565+70.8% | $4,728+28.8% | $4,027+51.2% |
| Admin fee / account holder | $6,602 | $5,232+26.2% | $6,410+3.0% | $5,403+22.2% |