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 | $79,152 | $69,010+14.7% | $159,960-50.5% | $68,494+15.6% |
| Participation rate | 82.1% | 65.4%+16.7pp | 78.0%+4.2pp | 67.9%+14.3pp |
| Annual return | -16.71% | -9.65%-7.1pp | 408.60%-425.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,184 | $2,213+89.0% | $4,226-1.0% | $2,596+61.2% |
| Participant deferral / active EE | $9,023 | $4,212+114.2% | $6,182+45.9% | $4,027+124.0% |
| Admin fee / account holder | $10,919 | $4,798+127.6% | $8,698+25.5% | $5,403+102.1% |