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 | $185,015 | $110,094+68.1% | $151,611+22.0% | $68,494+170.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.69% | -10.12%-7.6pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,902 | $4,471-12.7% | $6,166-36.7% | $2,596+50.3% |
| Participant deferral / active EE | $9,551 | $6,527+46.3% | $8,363+14.2% | $4,027+137.2% |
| Admin fee / account holder | $878 | $7,719-88.6% | $11,616-92.4% | $5,403-83.8% |