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 | $109,040 | $100,754+8.2% | $86,677+25.8% | $134,475-18.9% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -18.56% | 29.04%-47.6pp | 35.91%-54.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,772 | $3,489-49.2% | $2,836-37.5% | $4,740-62.6% |
| Participant deferral / active EE | $6,528 | $5,338+22.3% | $4,656+40.2% | $6,400+2.0% |
| Admin fee / account holder | $4,416 | $10,926-59.6% | $7,493-41.1% | $11,426-61.4% |