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 | $146,657 | $82,664+77.4% | $125,339+17.0% | $68,494+114.1% |
| Participation rate | 74.5% | 75.0%-0.5pp | 82.4%-7.8pp | 67.9%+6.7pp |
| Annual return | -14.81% | -5.97%-8.8pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,205 | $3,381+53.9% | $4,814+8.1% | $2,596+100.5% |
| Participant deferral / active EE | $11,247 | $6,110+84.1% | $7,446+51.0% | $4,027+179.3% |
| Admin fee / account holder | $24,740 | $6,275+294.2% | $10,010+147.2% | $5,403+357.9% |