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 | $201,155 | $110,094+82.7% | $151,611+32.7% | $68,494+193.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.47% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $13,895 | $4,471+210.8% | $6,166+125.3% | $2,596+435.2% |
| Participant deferral / active EE | $18,830 | $6,527+188.5% | $8,363+125.1% | $4,027+367.6% |
| Admin fee / account holder | $7,271 | $7,719-5.8% | $11,616-37.4% | $5,403+34.6% |