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 | $208,014 | $73,004+184.9% | $90,749+129.2% | $68,494+203.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.21% | -13.81%-1.4pp | -12.16%-3.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,535 | $2,193+106.8% | $2,921+55.3% | $2,596+74.7% |
| Participant deferral / active EE | $10,890 | $3,627+200.3% | $4,564+138.6% | $4,027+170.4% |
| Admin fee / account holder | $14,096 | $5,896+139.1% | $8,445+66.9% | $5,403+160.9% |