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 | $163,293 | $110,094+48.3% | $151,611+7.7% | $68,494+138.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.04% | -10.12%-0.9pp | 3.33%-14.4pp | -7.84%-3.2pp |
| Employer contribution / active EE | $22,085 | $4,471+394.0% | $6,166+258.2% | $2,596+750.7% |
| Participant deferral / active EE | $14,578 | $6,527+123.3% | $8,363+74.3% | $4,027+262.0% |
| Admin fee / account holder | $81,473 | $7,719+955.5% | $11,616+601.4% | $5,403+1408.0% |