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 | $236,760 | $110,094+115.1% | $151,611+56.2% | $68,494+245.7% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -18.28% | -10.12%-8.2pp | 3.33%-21.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,995 | $4,471+11.7% | $6,166-19.0% | $2,596+92.4% |
| Participant deferral / active EE | $17,383 | $6,527+166.3% | $8,363+107.8% | $4,027+331.6% |
| Admin fee / account holder | $915 | $7,719-88.1% | $11,616-92.1% | $5,403-83.1% |