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 4-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 | $90,839 | $142,344-36.2% | $119,609-24.1% | $134,475-32.4% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -9.94% | -12.44%+2.5pp | -14.97%+5.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,499 | $5,222-52.2% | $4,232-41.0% | $4,740-47.3% |
| Participant deferral / active EE | $6,100 | $6,469-5.7% | $5,602+8.9% | $6,400-4.7% |
| Admin fee / account holder | $6,864 | $13,584-49.5% | $10,323-33.5% | $11,426-39.9% |