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 | $178,241 | $110,094+61.9% | $151,611+17.6% | $68,494+160.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.04% | -10.12%-7.9pp | 3.33%-21.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $5,953 | $4,471+33.2% | $6,166-3.4% | $2,596+129.3% |
| Participant deferral / active EE | $8,095 | $6,527+24.0% | $8,363-3.2% | $4,027+101.0% |
| Admin fee / account holder | $35,823 | $7,719+364.1% | $11,616+208.4% | $5,403+563.1% |