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 | $200,729 | $167,307+20.0% | $143,757+39.6% | $134,475+49.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.05% | 0.46%-9.5pp | -0.04%-9.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $6,852 | $5,619+21.9% | $4,951+38.4% | $4,740+44.6% |
| Participant deferral / active EE | $4,469 | $6,446-30.7% | $5,637-20.7% | $6,400-30.2% |
| Admin fee / account holder | $879 | $18,088-95.1% | $14,673-94.0% | $11,426-92.3% |