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 | $212,476 | $82,286+158.2% | $68,791+208.9% | $134,475+58.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.38% | -2.19%-10.2pp | -6.38%-6.0pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,151 | $3,301-65.1% | $2,655-56.7% | $4,740-75.7% |
| Participant deferral / active EE | $4,318 | $4,739-8.9% | $3,941+9.6% | $6,400-32.5% |
| Admin fee / account holder | $1,924 | $6,481-70.3% | $4,932-61.0% | $11,426-83.2% |