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 7-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 | $235,756 | $167,307+40.9% | $143,757+64.0% | $134,475+75.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.38% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $7,300 | $5,619+29.9% | $4,951+47.5% | $4,740+54.0% |
| Participant deferral / active EE | $9,355 | $6,446+45.1% | $5,637+66.0% | $6,400+46.2% |
| Admin fee / account holder | $40,313 | $18,088+122.9% | $14,673+174.7% | $11,426+252.8% |