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 | $213,350 | $167,307+27.5% | $143,757+48.4% | $134,475+58.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.38% | 0.46%-6.8pp | -0.04%-6.3pp | 417.96%-424.3pp |
| Employer contribution / active EE | $6,403 | $5,619+13.9% | $4,951+29.3% | $4,740+35.1% |
| Participant deferral / active EE | $8,563 | $6,446+32.9% | $5,637+51.9% | $6,400+33.8% |
| Admin fee / account holder | $18,900 | $18,088+4.5% | $14,673+28.8% | $11,426+65.4% |