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 | $216,186 | $110,094+96.4% | $151,611+42.6% | $68,494+215.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.45% | -10.12%-4.3pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $6,759 | $4,471+51.2% | $6,166+9.6% | $2,596+160.3% |
| Participant deferral / active EE | $12,892 | $6,527+97.5% | $8,363+54.1% | $4,027+220.1% |
| Admin fee / account holder | $13,095 | $7,719+69.7% | $11,616+12.7% | $5,403+142.4% |