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 | $222,538 | $110,094+102.1% | $151,611+46.8% | $68,494+224.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.61% | -10.12%-5.5pp | 3.33%-18.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $10,953 | $4,471+145.0% | $6,166+77.6% | $2,596+321.9% |
| Participant deferral / active EE | $12,842 | $6,527+96.8% | $8,363+53.6% | $4,027+218.9% |
| Admin fee / account holder | $33,174 | $7,719+329.8% | $11,616+185.6% | $5,403+514.0% |