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 | $177,584 | $46,674+280.5% | $117,472+51.2% | $68,494+159.3% |
| Participation rate | 98.2% | 56.8%+41.4pp | 70.6%+27.6pp | 67.9%+30.3pp |
| Annual return | -14.15% | -14.52%+0.4pp | 29.74%-43.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,094 | $1,505-27.3% | $4,176-73.8% | $2,596-57.9% |
| Participant deferral / active EE | $13,112 | $2,636+397.4% | $4,070+222.1% | $4,027+225.6% |
| Admin fee / account holder | $1,255 | $4,020-68.8% | $5,645-77.8% | $5,403-76.8% |