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 | $220,309 | $140,588+56.7% | $123,104+79.0% | $125,391+75.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.67% | 16.80%-17.5pp | 13.22%-13.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $26,381 | $6,041+336.7% | $5,151+412.1% | $4,866+442.2% |
| Participant deferral / active EE | $28,305 | $6,980+305.5% | $6,230+354.4% | $5,352+428.9% |
| Admin fee / account holder | $41,150 | $11,198+267.5% | $9,015+356.5% | $9,540+331.3% |