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 | $90,968 | $82,664+10.0% | $125,339-27.4% | $68,494+32.8% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -18.76% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,174 | $3,381-6.1% | $4,814-34.1% | $2,596+22.2% |
| Participant deferral / active EE | $9,003 | $6,110+47.3% | $7,446+20.9% | $4,027+123.6% |
| Admin fee / account holder | $6,457 | $6,275+2.9% | $10,010-35.5% | $5,403+19.5% |