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 10-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 | $162,652 | $110,094+47.7% | $151,611+7.3% | $68,494+137.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.23% | -10.12%-6.1pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $10,202 | $4,471+128.2% | $6,166+65.5% | $2,596+292.9% |
| Participant deferral / active EE | $14,044 | $6,527+115.2% | $8,363+67.9% | $4,027+248.7% |
| Admin fee / account holder | $29,693 | $7,719+284.7% | $11,616+155.6% | $5,403+449.6% |