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 | $70,496 | $167,307-57.9% | $143,757-51.0% | $134,475-47.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -6.94% | 0.46%-7.4pp | -0.04%-6.9pp | 417.96%-424.9pp |
| Employer contribution / active EE | $7,475 | $5,619+33.0% | $4,951+51.0% | $4,740+57.7% |
| Participant deferral / active EE | $5,022 | $6,446-22.1% | $5,637-10.9% | $6,400-21.5% |
| Admin fee / account holder | $296,488 | $18,088+1539.1% | $14,673+1920.7% | $11,426+2494.9% |