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 | $104,377 | $73,004+43.0% | $90,749+15.0% | $68,494+52.4% |
| Participation rate | 92.9% | 70.8%+22.0pp | 75.7%+17.2pp | 67.9%+25.0pp |
| Annual return | -12.56% | -13.81%+1.3pp | -12.16%-0.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $4,565 | $2,193+108.2% | $2,921+56.3% | $2,596+75.8% |
| Participant deferral / active EE | $6,327 | $3,627+74.5% | $4,564+38.6% | $4,027+57.1% |
| Admin fee / account holder | $7,915 | $5,896+34.2% | $8,445-6.3% | $5,403+46.5% |