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 | $155,873 | $56,484+176.0% | $169,463-8.0% | $64,186+142.8% |
| Participation rate | 96.6% | 64.5%+32.0pp | 77.8%+18.8pp | 69.6%+27.0pp |
| Annual return | -4.85% | -1.55%-3.3pp | 1.83%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $6,645 | $1,832+262.6% | $4,159+59.8% | $2,381+179.1% |
| Participant deferral / active EE | $10,791 | $3,448+213.0% | $5,277+104.5% | $3,470+211.0% |
| Admin fee / account holder | $42,240 | $4,174+911.9% | $9,109+363.7% | $4,888+764.2% |