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 | $207,921 | $211,958-1.9% | $169,463+22.7% | $135,375+53.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.70% | 3.26%-7.0pp | 1.83%-5.5pp | 519.73%-523.4pp |
| Employer contribution / active EE | $10,332 | $5,120+101.8% | $4,159+148.4% | $4,779+116.2% |
| Participant deferral / active EE | $5,215 | $6,075-14.2% | $5,277-1.2% | $5,609-7.0% |
| Admin fee / account holder | $20,704 | $11,471+80.5% | $9,109+127.3% | $10,827+91.2% |