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 | $246,920 | $110,094+124.3% | $151,611+62.9% | $68,494+260.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.37% | -10.12%-3.3pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $9,615 | $4,471+115.1% | $6,166+55.9% | $2,596+270.3% |
| Participant deferral / active EE | $4,662 | $6,527-28.6% | $8,363-44.3% | $4,027+15.8% |
| Admin fee / account holder | $24,495 | $7,719+217.4% | $11,616+110.9% | $5,403+353.4% |