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 | $212,630 | $167,307+27.1% | $143,757+47.9% | $134,475+58.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.30% | 0.46%-3.8pp | -0.04%-3.3pp | 417.96%-421.3pp |
| Employer contribution / active EE | $7,445 | $5,619+32.5% | $4,951+50.4% | $4,740+57.1% |
| Participant deferral / active EE | $9,634 | $6,446+49.5% | $5,637+70.9% | $6,400+50.5% |
| Admin fee / account holder | $770 | $18,088-95.7% | $14,673-94.8% | $11,426-93.3% |