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 | $120,454 | $82,664+45.7% | $125,339-3.9% | $68,494+75.9% |
| Participation rate | 75.8% | 75.0%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -14.07% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,769 | $3,381+11.5% | $4,814-21.7% | $2,596+45.2% |
| Participant deferral / active EE | $7,896 | $6,110+29.2% | $7,446+6.0% | $4,027+96.1% |
| Admin fee / account holder | $25,309 | $6,275+303.3% | $10,010+152.8% | $5,403+368.4% |