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 7-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 | $43,018 | $142,344-69.8% | $119,609-64.0% | $134,475-68.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -16.98% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $16,634 | $5,222+218.5% | $4,232+293.0% | $4,740+250.9% |
| Participant deferral / active EE | $3,384 | $6,469-47.7% | $5,602-39.6% | $6,400-47.1% |
| Admin fee / account holder | $916 | $13,584-93.3% | $10,323-91.1% | $11,426-92.0% |