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 | $198,293 | $110,094+80.1% | $151,611+30.8% | $68,494+189.5% |
| Participation rate | 97.3% | 84.0%+13.3pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -17.04% | -10.12%-6.9pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $12,421 | $4,471+177.8% | $6,166+101.4% | $2,596+378.4% |
| Participant deferral / active EE | $10,907 | $6,527+67.1% | $8,363+30.4% | $4,027+170.8% |
| Admin fee / account holder | $5,737 | $7,719-25.7% | $11,616-50.6% | $5,403+6.2% |