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 | $156,153 | $82,664+88.9% | $125,339+24.6% | $68,494+128.0% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -13.33% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $6,234 | $3,381+84.4% | $4,814+29.5% | $2,596+140.1% |
| Participant deferral / active EE | $5,892 | $6,110-3.6% | $7,446-20.9% | $4,027+46.3% |
| Admin fee / account holder | $17,352 | $6,275+176.5% | $10,010+73.4% | $5,403+221.2% |