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 | $62,127 | $95,862-35.2% | $79,550-21.9% | $134,475-53.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -11.22% | -2.69%-8.5pp | 0.16%-11.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $6,750 | $3,128+115.8% | $2,413+179.7% | $4,740+42.4% |
| Participant deferral / active EE | $7,142 | $4,693+52.2% | $3,985+79.2% | $6,400+11.6% |
| Admin fee / account holder | $17,954 | $9,126+96.7% | $6,832+162.8% | $11,426+57.1% |