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 | $119,230 | $167,307-28.7% | $143,757-17.1% | $134,475-11.3% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -15.96% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $6,464 | $5,619+15.0% | $4,951+30.6% | $4,740+36.4% |
| Participant deferral / active EE | $6,307 | $6,446-2.2% | $5,637+11.9% | $6,400-1.5% |
| Admin fee / account holder | $34,054 | $18,088+88.3% | $14,673+132.1% | $11,426+198.0% |