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 | $93,313 | $46,674+99.9% | $117,472-20.6% | $68,494+36.2% |
| Participation rate | 97.0% | 56.8%+40.2pp | 70.6%+26.4pp | 67.9%+29.1pp |
| Annual return | -14.18% | -14.52%+0.3pp | 29.74%-43.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $6,985 | $1,505+364.2% | $4,176+67.3% | $2,596+169.0% |
| Participant deferral / active EE | $7,140 | $2,636+170.8% | $4,070+75.4% | $4,027+77.3% |
| Admin fee / account holder | $885 | $4,020-78.0% | $5,645-84.3% | $5,403-83.6% |