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 | $128,488 | $82,664+55.4% | $125,339+2.5% | $68,494+87.6% |
| Participation rate | 86.0% | 75.0%+11.0pp | 82.4%+3.7pp | 67.9%+18.2pp |
| Annual return | -11.97% | -5.97%-6.0pp | 572.05%-584.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $3,748 | $3,381+10.9% | $4,814-22.1% | $2,596+44.4% |
| Participant deferral / active EE | $7,160 | $6,110+17.2% | $7,446-3.8% | $4,027+77.8% |
| Admin fee / account holder | $2,245 | $6,275-64.2% | $10,010-77.6% | $5,403-58.5% |