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 | $161,717 | $48,265+235.1% | $68,791+135.1% | $68,494+136.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.30% | -12.71%-1.6pp | -6.38%-7.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,179 | $1,829+128.5% | $2,655+57.4% | $2,596+61.0% |
| Participant deferral / active EE | $6,186 | $2,867+115.8% | $3,941+57.0% | $4,027+53.6% |
| Admin fee / account holder | $36,079 | $4,355+728.4% | $4,932+631.5% | $5,403+567.8% |