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 | $212,659 | $110,094+93.2% | $151,611+40.3% | $68,494+210.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.09% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $11,232 | $4,471+151.2% | $6,166+82.2% | $2,596+332.6% |
| Participant deferral / active EE | $7,631 | $6,527+16.9% | $8,363-8.8% | $4,027+89.5% |
| Admin fee / account holder | $8,596 | $7,719+11.4% | $11,616-26.0% | $5,403+59.1% |