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 | $151,647 | $81,900+85.2% | $119,609+26.8% | $68,494+121.4% |
| Participation rate | 98.1% | 71.9%+26.3pp | 79.3%+18.9pp | 67.9%+30.3pp |
| Annual return | -17.96% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,859 | $2,693+80.4% | $4,232+14.8% | $2,596+87.2% |
| Participant deferral / active EE | $4,464 | $4,148+7.6% | $5,602-20.3% | $4,027+10.8% |
| Admin fee / account holder | $7,772 | $6,582+18.1% | $10,323-24.7% | $5,403+43.8% |