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 | $209,366 | $110,094+90.2% | $151,611+38.1% | $68,494+205.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.01% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $7,255 | $4,471+62.3% | $6,166+17.7% | $2,596+179.4% |
| Participant deferral / active EE | $6,055 | $6,527-7.2% | $8,363-27.6% | $4,027+50.4% |
| Admin fee / account holder | $10,715 | $7,719+38.8% | $11,616-7.8% | $5,403+98.3% |