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 | $66,082 | $167,307-60.5% | $143,757-54.0% | $134,475-50.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.58% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $9,685 | $5,619+72.4% | $4,951+95.6% | $4,740+104.3% |
| Participant deferral / active EE | $7,867 | $6,446+22.0% | $5,637+39.6% | $6,400+22.9% |
| Admin fee / account holder | $513 | $18,088-97.2% | $14,673-96.5% | $11,426-95.5% |