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 | $206,021 | $167,307+23.1% | $143,757+43.3% | $134,475+53.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.00% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,908 | $5,619-12.6% | $4,951-0.9% | $4,740+3.6% |
| Participant deferral / active EE | $3,647 | $6,446-43.4% | $5,637-35.3% | $6,400-43.0% |
| Admin fee / account holder | $6,741 | $18,088-62.7% | $14,673-54.1% | $11,426-41.0% |