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 | $95,263 | $167,307-43.1% | $143,757-33.7% | $134,475-29.2% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -18.48% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,323 | $5,619-40.9% | $4,951-32.9% | $4,740-29.9% |
| Participant deferral / active EE | $4,157 | $6,446-35.5% | $5,637-26.3% | $6,400-35.0% |
| Admin fee / account holder | $889 | $18,088-95.1% | $14,673-93.9% | $11,426-92.2% |