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 | $224,909 | $110,094+104.3% | $151,611+48.3% | $68,494+228.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.85% | -10.12%-0.7pp | 3.33%-14.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $18,030 | $4,471+303.3% | $6,166+192.4% | $2,596+594.4% |
| Participant deferral / active EE | $16,672 | $6,527+155.4% | $8,363+99.3% | $4,027+314.0% |
| Admin fee / account holder | $10,523 | $7,719+36.3% | $11,616-9.4% | $5,403+94.8% |