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 | $189,410 | $110,094+72.0% | $151,611+24.9% | $68,494+176.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.03% | -10.12%-3.9pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $7,112 | $4,471+59.1% | $6,166+15.3% | $2,596+173.9% |
| Participant deferral / active EE | $14,718 | $6,527+125.5% | $8,363+76.0% | $4,027+265.5% |
| Admin fee / account holder | $12,111 | $7,719+56.9% | $11,616+4.3% | $5,403+124.2% |