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 8-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 | $130,661 | $167,307-21.9% | $143,757-9.1% | $134,475-2.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -11.35% | 0.46%-11.8pp | -0.04%-11.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $9,058 | $5,619+61.2% | $4,951+82.9% | $4,740+91.1% |
| Participant deferral / active EE | $8,887 | $6,446+37.9% | $5,637+57.6% | $6,400+38.9% |
| Admin fee / account holder | $8,486 | $18,088-53.1% | $14,673-42.2% | $11,426-25.7% |