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 | $202,377 | $110,094+83.8% | $151,611+33.5% | $68,494+195.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.29% | -10.12%-4.2pp | 3.33%-17.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $6,133 | $4,471+37.2% | $6,166-0.5% | $2,596+136.2% |
| Participant deferral / active EE | $13,043 | $6,527+99.8% | $8,363+56.0% | $4,027+223.9% |
| Admin fee / account holder | $4,979 | $7,719-35.5% | $11,616-57.1% | $5,403-7.8% |