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 | $125,294 | $81,900+53.0% | $119,609+4.8% | $68,494+82.9% |
| Participation rate | 95.8% | 71.9%+23.9pp | 79.3%+16.5pp | 67.9%+27.9pp |
| Annual return | -9.56% | -23.82%+14.3pp | -14.97%+5.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $8,580 | $2,693+218.6% | $4,232+102.8% | $2,596+230.5% |
| Participant deferral / active EE | $7,239 | $4,148+74.5% | $5,602+29.2% | $4,027+79.8% |
| Admin fee / account holder | $1,661 | $6,582-74.8% | $10,323-83.9% | $5,403-69.3% |