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 | $152,249 | $82,664+84.2% | $125,339+21.5% | $68,494+122.3% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -15.11% | -5.97%-9.1pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $18,896 | $3,381+458.9% | $4,814+292.6% | $2,596+627.8% |
| Participant deferral / active EE | $5,488 | $6,110-10.2% | $7,446-26.3% | $4,027+36.3% |
| Admin fee / account holder | $5,481 | $6,275-12.7% | $10,010-45.2% | $5,403+1.5% |