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 | $111,937 | $45,863+144.1% | $77,024+45.3% | $68,494+63.4% |
| Participation rate | 96.9% | 55.9%+41.0pp | 67.9%+29.0pp | 67.9%+29.0pp |
| Annual return | -16.82% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,009 | $1,650+203.6% | $2,812+78.1% | $2,596+92.9% |
| Participant deferral / active EE | $13,018 | $2,962+339.5% | $4,426+194.1% | $4,027+223.2% |
| Admin fee / account holder | $5,879 | $3,041+93.4% | $5,425+8.4% | $5,403+8.8% |