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 | $217,755 | $167,307+30.2% | $143,757+51.5% | $134,475+61.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.01% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $18,397 | $5,619+227.4% | $4,951+271.6% | $4,740+288.2% |
| Participant deferral / active EE | $13,220 | $6,446+105.1% | $5,637+134.5% | $6,400+106.6% |
| Admin fee / account holder | $4,723 | $18,088-73.9% | $14,673-67.8% | $11,426-58.7% |