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 | $232,100 | $95,862+142.1% | $79,550+191.8% | $134,475+72.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -14.94% | -2.69%-12.3pp | 0.16%-15.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,692 | $3,128+18.0% | $2,413+53.0% | $4,740-22.1% |
| Participant deferral / active EE | $9,195 | $4,693+95.9% | $3,985+130.7% | $6,400+43.7% |
| Admin fee / account holder | $1,137 | $9,126-87.5% | $6,832-83.4% | $11,426-90.1% |