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 | $212,291 | $110,094+92.8% | $151,611+40.0% | $68,494+209.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.13% | -10.12%-5.0pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $7,211 | $4,471+61.3% | $6,166+17.0% | $2,596+177.8% |
| Participant deferral / active EE | $7,573 | $6,527+16.0% | $8,363-9.5% | $4,027+88.0% |
| Admin fee / account holder | $12,797 | $7,719+65.8% | $11,616+10.2% | $5,403+136.9% |