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 5-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 | $235,848 | $73,004+223.1% | $90,749+159.9% | $68,494+244.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.17% | -13.81%-3.4pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $6,565 | $2,193+199.4% | $2,921+124.8% | $2,596+152.9% |
| Participant deferral / active EE | $12,766 | $3,627+252.0% | $4,564+179.7% | $4,027+217.0% |
| Admin fee / account holder | $2,283 | $5,896-61.3% | $8,445-73.0% | $5,403-57.7% |