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 | $182,726 | $110,094+66.0% | $151,611+20.5% | $68,494+166.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.77% | -10.12%-3.6pp | 3.33%-17.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $6,168 | $4,471+38.0% | $6,1660% | $2,596+137.6% |
| Participant deferral / active EE | $7,112 | $6,527+9.0% | $8,363-15.0% | $4,027+76.6% |
| Admin fee / account holder | $15,444 | $7,719+100.1% | $11,616+33.0% | $5,403+185.8% |