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 6-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 | $138,756 | $82,664+67.9% | $125,339+10.7% | $68,494+102.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -15.55% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $8,425 | $3,381+149.2% | $4,814+75.0% | $2,596+224.5% |
| Participant deferral / active EE | $8,758 | $6,110+43.3% | $7,446+17.6% | $4,027+117.5% |
| Admin fee / account holder | $26,839 | $6,275+327.7% | $10,010+168.1% | $5,403+396.8% |