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 | $99,570 | $110,094-9.6% | $151,611-34.3% | $68,494+45.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -15.28% | -10.12%-5.2pp | 3.33%-18.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $5,080 | $4,471+13.6% | $6,166-17.6% | $2,596+95.7% |
| Participant deferral / active EE | $10,144 | $6,527+55.4% | $8,363+21.3% | $4,027+151.9% |
| Admin fee / account holder | $25,173 | $7,719+226.1% | $11,616+116.7% | $5,403+365.9% |