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 | $128,840 | $42,894+200.4% | $60,874+111.7% | $68,494+88.1% |
| Participation rate | 91.7% | 66.8%+24.9pp | 73.1%+18.6pp | 67.9%+23.8pp |
| Annual return | -9.91% | -13.98%+4.1pp | 16.90%-26.8pp | -7.84%-2.1pp |
| Employer contribution / active EE | $3,618 | $1,978+82.9% | $2,701+33.9% | $2,596+39.3% |
| Participant deferral / active EE | $7,655 | $2,867+167.0% | $3,817+100.6% | $4,027+90.1% |
| Admin fee / account holder | $18,384 | $3,101+492.9% | $3,224+470.2% | $5,403+240.3% |