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 | $160,188 | $82,664+93.8% | $125,339+27.8% | $68,494+133.9% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $9,099 | $3,381+169.1% | $4,814+89.0% | $2,596+250.4% |
| Participant deferral / active EE | $11,090 | $6,110+81.5% | $7,446+48.9% | $4,027+175.4% |
| Admin fee / account holder | $16,382 | $6,275+161.0% | $10,010+63.7% | $5,403+203.2% |