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 | $157,983 | $59,107+167.3% | $86,436+82.8% | $68,494+130.7% |
| Participation rate | 91.1% | 75.2%+15.8pp | 80.3%+10.7pp | 67.9%+23.2pp |
| Annual return | -16.70% | -0.23%-16.5pp | 4394.89%-4411.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $11,763 | $2,519+367.0% | $3,769+212.1% | $2,596+353.1% |
| Participant deferral / active EE | $10,232 | $5,901+73.4% | $6,952+47.2% | $4,027+154.1% |
| Admin fee / account holder | $1,450 | $5,637-74.3% | $6,731-78.5% | $5,403-73.2% |