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 | $149,331 | $82,664+80.6% | $125,339+19.1% | $68,494+118.0% |
| Participation rate | 83.8% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -17.25% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,200 | $3,381-64.5% | $4,814-75.1% | $2,596-53.8% |
| Participant deferral / active EE | $10,566 | $6,110+72.9% | $7,446+41.9% | $4,027+162.4% |
| Admin fee / account holder | $3,042 | $6,275-51.5% | $10,010-69.6% | $5,403-43.7% |