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 | $213,758 | $110,094+94.2% | $151,611+41.0% | $68,494+212.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 10.91% | -10.12%+21.0pp | 3.33%+7.6pp | -7.84%+18.8pp |
| Employer contribution / active EE | $7,895 | $4,471+76.6% | $6,166+28.0% | $2,596+204.1% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $21,551 | $7,719+179.2% | $11,616+85.5% | $5,403+298.9% |