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 5-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 | $207,724 | $110,094+88.7% | $151,611+37.0% | $68,494+203.3% |
| Participation rate | 73.1% | 84.0%-10.9pp | 87.5%-14.4pp | 67.9%+5.2pp |
| Annual return | -16.90% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,313 | $4,471+18.8% | $6,166-13.8% | $2,596+104.6% |
| Participant deferral / active EE | $9,234 | $6,527+41.5% | $8,363+10.4% | $4,027+129.3% |
| Admin fee / account holder | $5,004 | $7,719-35.2% | $11,616-56.9% | $5,403-7.4% |