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 | $88,895 | $142,344-37.5% | $119,609-25.7% | $134,475-33.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -16.98% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,075 | $5,222-41.1% | $4,232-27.3% | $4,740-35.1% |
| Participant deferral / active EE | $8,317 | $6,469+28.6% | $5,602+48.5% | $6,400+30.0% |
| Admin fee / account holder | $14,760 | $13,584+8.7% | $10,323+43.0% | $11,426+29.2% |