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 | $213,054 | $167,307+27.3% | $143,757+48.2% | $134,475+58.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.28% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,926 | $5,619-65.7% | $4,951-61.1% | $4,740-59.4% |
| Participant deferral / active EE | $14,597 | $6,446+126.5% | $5,637+158.9% | $6,400+128.1% |
| Admin fee / account holder | $17,098 | $18,088-5.5% | $14,673+16.5% | $11,426+49.6% |