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 | $134,955 | $54,229+148.9% | $70,092+92.5% | $68,494+97.0% |
| Participation rate | 95.7% | 64.5%+31.2pp | 70.5%+25.2pp | 67.9%+27.8pp |
| Annual return | -9.49% | -13.87%+4.4pp | 190.73%-200.2pp | -7.84%-1.6pp |
| Employer contribution / active EE | $11,434 | $2,018+466.6% | $2,559+346.9% | $2,596+340.4% |
| Participant deferral / active EE | $3,902 | $2,956+32.0% | $3,849+1.4% | $4,027-3.1% |
| Admin fee / account holder | $28,876 | $4,694+515.1% | $6,267+360.8% | $5,403+434.5% |