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 | $151,693 | $79,633+90.5% | $93,789+61.7% | $68,494+121.5% |
| Participation rate | 96.3% | 75.4%+20.9pp | 81.0%+15.3pp | 67.9%+28.4pp |
| Annual return | -14.72% | -0.10%-14.6pp | -11.33%-3.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,959 | $3,665+35.3% | $4,323+14.7% | $2,596+91.0% |
| Participant deferral / active EE | $11,298 | $5,158+119.1% | $6,094+85.4% | $4,027+180.6% |
| Admin fee / account holder | $14,090 | $6,871+105.1% | $7,195+95.8% | $5,403+160.8% |