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 | $220,787 | $113,935+93.8% | $94,224+134.3% | $125,391+76.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.14% | 5.29%-5.4pp | 10.68%-10.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $16,728 | $4,727+253.9% | $3,587+366.4% | $4,866+243.8% |
| Participant deferral / active EE | $11,535 | $5,179+122.7% | $4,320+167.0% | $5,352+115.5% |
| Admin fee / account holder | $12,046 | $8,391+43.6% | $6,269+92.2% | $9,540+26.3% |