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 | $221,207 | $105,860+109.0% | $90,749+143.8% | $134,475+64.5% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -18.29% | -11.01%-7.3pp | -12.16%-6.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $7,490 | $3,462+116.3% | $2,921+156.4% | $4,740+58.0% |
| Participant deferral / active EE | $19,414 | $5,216+272.2% | $4,564+325.4% | $6,400+203.4% |
| Admin fee / account holder | $9,740 | $13,938-30.1% | $8,445+15.3% | $11,426-14.8% |