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 | $128,077 | $54,350+135.7% | $82,719+54.8% | $68,494+87.0% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | -18.08% | -13.67%-4.4pp | 701.18%-719.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $14,594 | $2,218+557.9% | $3,009+385.0% | $2,596+462.1% |
| Participant deferral / active EE | $10,927 | $3,246+236.6% | $4,395+148.6% | $4,027+171.3% |
| Admin fee / account holder | $6,130 | $4,395+39.5% | $5,329+15.0% | $5,403+13.5% |