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 | $122,447 | $69,010+77.4% | $159,960-23.5% | $68,494+78.8% |
| Participation rate | 75.9% | 65.4%+10.5pp | 78.0%-2.1pp | 67.9%+8.0pp |
| Annual return | -12.55% | -9.65%-2.9pp | 408.60%-421.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,614 | $2,213+63.3% | $4,226-14.5% | $2,596+39.2% |
| Participant deferral / active EE | $9,317 | $4,212+121.2% | $6,182+50.7% | $4,027+131.3% |
| Admin fee / account holder | $3,944 | $4,798-17.8% | $8,698-54.7% | $5,403-27.0% |