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 | $174,472 | $110,094+58.5% | $151,611+15.1% | $68,494+154.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.46% | -10.12%-3.3pp | 3.33%-16.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $9,600 | $4,471+114.7% | $6,166+55.7% | $2,596+269.8% |
| Participant deferral / active EE | $3,526 | $6,527-46.0% | $8,363-57.8% | $4,027-12.5% |
| Admin fee / account holder | $5,973 | $7,719-22.6% | $11,616-48.6% | $5,403+10.5% |