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 | $221,441 | $110,094+101.1% | $151,611+46.1% | $68,494+223.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.48% | -10.12%-1.4pp | 3.33%-14.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $5,878 | $4,471+31.5% | $6,166-4.7% | $2,596+126.4% |
| Participant deferral / active EE | $10,541 | $6,527+61.5% | $8,363+26.0% | $4,027+161.7% |
| Admin fee / account holder | $5,886 | $7,719-23.7% | $11,616-49.3% | $5,403+8.9% |