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 | $239,597 | $167,307+43.2% | $143,757+66.7% | $134,475+78.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.28% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,986 | $5,619+6.5% | $4,951+20.9% | $4,740+26.3% |
| Participant deferral / active EE | $13,235 | $6,446+105.3% | $5,637+134.8% | $6,400+106.8% |
| Admin fee / account holder | $25,008 | $18,088+38.3% | $14,673+70.4% | $11,426+118.9% |