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 | $88,146 | $42,894+105.5% | $60,874+44.8% | $68,494+28.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -17.23% | -13.98%-3.3pp | 16.90%-34.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $11,891 | $1,978+501.1% | $2,701+340.2% | $2,596+358.0% |
| Participant deferral / active EE | $7,765 | $2,867+170.9% | $3,817+103.4% | $4,027+92.8% |
| Admin fee / account holder | $20,825 | $3,101+571.6% | $3,224+545.9% | $5,403+285.4% |