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 | $99,329 | $53,162+86.8% | $91,220+8.9% | $68,494+45.0% |
| Participation rate | 87.1% | 63.2%+23.9pp | 73.2%+13.9pp | 67.9%+19.3pp |
| Annual return | -12.83% | -3.14%-9.7pp | 114.01%-126.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,115 | $1,709+23.8% | $2,850-25.8% | $2,596-18.5% |
| Participant deferral / active EE | $1,596 | $2,974-46.3% | $4,234-62.3% | $4,027-60.4% |
| Admin fee / account holder | $25,303 | $4,493+463.1% | $5,420+366.9% | $5,403+368.3% |