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 | $223,708 | $211,958+5.5% | $169,463+32.0% | $135,375+65.3% |
| Participation rate | 86.7% | 82.6%+4.0pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -7.99% | 3.26%-11.3pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $8,883 | $5,120+73.5% | $4,159+113.6% | $4,779+85.9% |
| Participant deferral / active EE | $8,803 | $6,075+44.9% | $5,277+66.8% | $5,609+56.9% |
| Admin fee / account holder | $8,300 | $11,471-27.6% | $9,109-8.9% | $10,827-23.3% |