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 | $237,841 | $110,094+116.0% | $151,611+56.9% | $68,494+247.2% |
| Participation rate | 94.4% | 84.0%+10.5pp | 87.5%+6.9pp | 67.9%+26.6pp |
| Annual return | -16.20% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $16,583 | $4,471+270.9% | $6,166+168.9% | $2,596+538.7% |
| Participant deferral / active EE | $16,253 | $6,527+149.0% | $8,363+94.3% | $4,027+303.6% |
| Admin fee / account holder | $3,192 | $7,719-58.6% | $11,616-72.5% | $5,403-40.9% |