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 | $90,255 | $142,344-36.6% | $119,609-24.5% | $134,475-32.9% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -17.69% | -12.44%-5.3pp | -14.97%-2.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $11,076 | $5,222+112.1% | $4,232+161.7% | $4,740+133.7% |
| Participant deferral / active EE | $9,451 | $6,469+46.1% | $5,602+68.7% | $6,400+47.7% |
| Admin fee / account holder | $5,628 | $13,584-58.6% | $10,323-45.5% | $11,426-50.7% |