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 | $211,152 | $110,094+91.8% | $151,611+39.3% | $68,494+208.3% |
| Participation rate | 88.1% | 84.0%+4.1pp | 87.5%+0.6pp | 67.9%+20.2pp |
| Annual return | -17.89% | -10.12%-7.8pp | 3.33%-21.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $14,581 | $4,471+226.2% | $6,166+136.5% | $2,596+461.6% |
| Participant deferral / active EE | $20,144 | $6,527+208.6% | $8,363+140.9% | $4,027+400.2% |
| Admin fee / account holder | $10,400 | $7,719+34.7% | $11,616-10.5% | $5,403+92.5% |