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 | $134,326 | $105,860+26.9% | $90,749+48.0% | $134,475-0.1% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -19.96% | -11.01%-8.9pp | -12.16%-7.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,414 | $3,462-59.2% | $2,921-51.6% | $4,740-70.2% |
| Participant deferral / active EE | $9,324 | $5,216+78.8% | $4,564+104.3% | $6,400+45.7% |
| Admin fee / account holder | $16,580 | $13,938+19.0% | $8,445+96.3% | $11,426+45.1% |