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 9-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 | $235,803 | $142,344+65.7% | $119,609+97.1% | $134,475+75.4% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -18.31% | -12.44%-5.9pp | -14.97%-3.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $22,857 | $5,222+337.7% | $4,232+440.1% | $4,740+382.3% |
| Participant deferral / active EE | $12,857 | $6,469+98.7% | $5,602+129.5% | $6,400+100.9% |
| Admin fee / account holder | $1,578 | $13,584-88.4% | $10,323-84.7% | $11,426-86.2% |