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 | $92,791 | $110,094-15.7% | $151,611-38.8% | $68,494+35.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | -16.71% | -10.12%-6.6pp | 3.33%-20.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $7,262 | $4,471+62.4% | $6,166+17.8% | $2,596+179.7% |
| Participant deferral / active EE | $14,729 | $6,527+125.7% | $8,363+76.1% | $4,027+265.7% |
| Admin fee / account holder | $10,157 | $7,719+31.6% | $11,616-12.6% | $5,403+88.0% |