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 | $166,737 | $71,883+132.0% | $86,677+92.4% | $68,494+143.4% |
| Participation rate | 87.1% | 72.2%+14.9pp | 76.6%+10.5pp | 67.9%+19.2pp |
| Annual return | -18.20% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,169 | $3,779+116.2% | $4,656+75.5% | $4,027+102.9% |
| Admin fee / account holder | $88,575 | $6,112+1349.3% | $7,493+1082.1% | $5,403+1539.5% |