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 | $185,492 | $91,538+102.6% | $129,995+42.7% | $75,163+146.8% |
| Participation rate | 98.2% | 71.4%+26.7pp | 78.5%+19.7pp | 67.2%+31.0pp |
| Annual return | 38.86% | -631.11%+670.0pp | -137.18%+176.0pp | 160.62%-121.8pp |
| Employer contribution / active EE | $1,485 | $2,845-47.8% | $4,320-65.6% | $2,670-44.4% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $994 | $6,790-85.4% | $10,614-90.6% | $5,651-82.4% |