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 | $70,378 | $73,004-3.6% | $90,749-22.4% | $68,494+2.7% |
| Participation rate | 98.5% | 70.8%+27.6pp | 75.7%+22.8pp | 67.9%+30.6pp |
| Annual return | -16.96% | -13.81%-3.2pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $12,125 | $2,193+452.9% | $2,921+315.1% | $2,596+367.0% |
| Participant deferral / active EE | $3,393 | $3,627-6.4% | $4,564-25.7% | $4,027-15.7% |
| Admin fee / account holder | $5,418 | $5,896-8.1% | $8,445-35.8% | $5,403+0.3% |