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 8-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 | $193,313 | $110,094+75.6% | $151,611+27.5% | $68,494+182.2% |
| Participation rate | 93.7% | 84.0%+9.7pp | 87.5%+6.2pp | 67.9%+25.8pp |
| Annual return | -17.31% | -10.12%-7.2pp | 3.33%-20.6pp | -7.84%-9.5pp |
| Employer contribution / active EE | $9,714 | $4,471+117.3% | $6,166+57.5% | $2,596+274.1% |
| Participant deferral / active EE | $17,874 | $6,527+173.8% | $8,363+113.7% | $4,027+343.8% |
| Admin fee / account holder | $3,953 | $7,719-48.8% | $11,616-66.0% | $5,403-26.8% |