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 | $145,397 | $73,867+96.8% | $143,757+1.1% | $68,494+112.3% |
| Participation rate | 97.4% | 66.7%+30.7pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -18.61% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $9,483 | $3,184+197.8% | $4,951+91.5% | $2,596+265.3% |
| Participant deferral / active EE | $5,863 | $3,384+73.2% | $5,637+4.0% | $4,027+45.6% |
| Admin fee / account holder | $5,105 | $5,755-11.3% | $14,673-65.2% | $5,403-5.5% |