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 | $135,943 | $81,900+66.0% | $119,609+13.7% | $68,494+98.5% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.3pp | 67.9%+24.7pp |
| Annual return | -17.15% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $7,802 | $2,693+189.7% | $4,232+84.4% | $2,596+200.5% |
| Participant deferral / active EE | $7,515 | $4,148+81.2% | $5,602+34.1% | $4,027+86.6% |
| Admin fee / account holder | $21,285 | $6,582+223.4% | $10,323+106.2% | $5,403+294.0% |