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 | $229,958 | $167,484+37.3% | $151,611+51.7% | $134,475+71.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -16.75% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $14,061 | $6,829+105.9% | $6,166+128.0% | $4,740+196.7% |
| Participant deferral / active EE | $13,827 | $8,986+53.9% | $8,363+65.3% | $6,400+116.0% |
| Admin fee / account holder | $1,405 | $13,783-89.8% | $11,616-87.9% | $11,426-87.7% |