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 | $243,580 | $175,600+38.7% | $129,110+88.7% | $134,475+81.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.72% | -11.39%-3.3pp | -10.94%-3.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,955 | $6,355-6.3% | $5,052+17.9% | $4,740+25.7% |
| Participant deferral / active EE | $5,500 | $7,975-31.0% | $6,542-15.9% | $6,400-14.1% |
| Admin fee / account holder | $27,582 | $23,567+17.0% | $14,302+92.9% | $11,426+141.4% |