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 | $80,033 | $167,307-52.2% | $143,757-44.3% | $134,475-40.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -18.52% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,516 | $5,619-37.4% | $4,951-29.0% | $4,740-25.8% |
| Participant deferral / active EE | $8,716 | $6,446+35.2% | $5,637+54.6% | $6,400+36.2% |
| Admin fee / account holder | $401 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |