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 | $99,311 | $45,863+116.5% | $77,024+28.9% | $68,494+45.0% |
| Participation rate | 81.0% | 55.9%+25.0pp | 67.9%+13.0pp | 67.9%+13.1pp |
| Annual return | -14.93% | 1.72%-16.7pp | 42.32%-57.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $13,939 | $1,650+745.0% | $2,812+395.7% | $2,596+436.9% |
| Participant deferral / active EE | $13,854 | $2,962+367.7% | $4,426+213.0% | $4,027+244.0% |
| Admin fee / account holder | $8,851 | $3,041+191.1% | $5,425+63.1% | $5,403+63.8% |