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 | $36,593 | $142,344-74.3% | $119,609-69.4% | $134,475-72.8% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -19.80% | -12.44%-7.4pp | -14.97%-4.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,954 | $5,222-5.1% | $4,232+17.1% | $4,740+4.5% |
| Participant deferral / active EE | $3,335 | $6,469-48.4% | $5,602-40.5% | $6,400-47.9% |
| Admin fee / account holder | $980 | $13,584-92.8% | $10,323-90.5% | $11,426-91.4% |