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 | $133,537 | $133,958-0.3% | $112,228+19.0% | $134,475-0.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -13.11% | 47.11%-60.2pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,176 | $4,038-46.1% | $3,635-40.1% | $4,740-54.1% |
| Participant deferral / active EE | $11,564 | $5,291+118.6% | $4,728+144.6% | $6,400+80.7% |
| Admin fee / account holder | $1,347 | $7,489-82.0% | $6,410-79.0% | $11,426-88.2% |