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 6-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 | $208,956 | $72,404+188.6% | $110,238+89.5% | $64,186+225.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.64% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $6,151 | $2,282+169.6% | $3,826+60.8% | $2,381+158.4% |
| Participant deferral / active EE | $7,117 | $3,469+105.1% | $4,672+52.3% | $3,470+105.1% |
| Admin fee / account holder | $2,104 | $5,664-62.9% | $8,547-75.4% | $4,888-57.0% |