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 | $242,264 | $110,094+120.1% | $151,611+59.8% | $68,494+253.7% |
| Participation rate | 95.6% | 84.0%+11.6pp | 87.5%+8.1pp | 67.9%+27.7pp |
| Annual return | -16.45% | -10.12%-6.3pp | 3.33%-19.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $8,982 | $4,471+100.9% | $6,166+45.7% | $2,596+245.9% |
| Participant deferral / active EE | $14,565 | $6,527+123.1% | $8,363+74.1% | $4,027+261.7% |
| Admin fee / account holder | $7,359 | $7,719-4.7% | $11,616-36.6% | $5,403+36.2% |