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 | $201,408 | $73,004+175.9% | $90,749+121.9% | $68,494+194.1% |
| Participation rate | 88.2% | 70.8%+17.4pp | 75.7%+12.5pp | 67.9%+20.3pp |
| Annual return | -17.60% | -13.81%-3.8pp | -12.16%-5.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $11,677 | $2,193+432.5% | $2,921+299.8% | $2,596+349.8% |
| Participant deferral / active EE | $6,159 | $3,627+69.8% | $4,564+34.9% | $4,027+52.9% |
| Admin fee / account holder | $2,525 | $5,896-57.2% | $8,445-70.1% | $5,403-53.3% |