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 | $185,250 | $167,307+10.7% | $143,757+28.9% | $134,475+37.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -16.39% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,585 | $5,619-0.6% | $4,951+12.8% | $4,740+17.8% |
| Participant deferral / active EE | $7,189 | $6,446+11.5% | $5,637+27.5% | $6,400+12.3% |
| Admin fee / account holder | $587 | $18,088-96.8% | $14,673-96.0% | $11,426-94.9% |