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 | $181,735 | $82,664+119.8% | $125,339+45.0% | $68,494+165.3% |
| Participation rate | 80.6% | 75.0%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -18.02% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $6,135 | $3,381+81.4% | $4,814+27.4% | $2,596+136.3% |
| Participant deferral / active EE | $9,666 | $6,110+58.2% | $7,446+29.8% | $4,027+140.0% |
| Admin fee / account holder | $1,524 | $6,275-75.7% | $10,010-84.8% | $5,403-71.8% |