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 | $140,440 | $110,094+27.6% | $151,611-7.4% | $68,494+105.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.70% | -10.12%-3.6pp | 3.33%-17.0pp | -7.84%-5.9pp |
| Employer contribution / active EE | $18,527 | $4,471+314.4% | $6,166+200.5% | $2,596+613.6% |
| Participant deferral / active EE | $13,241 | $6,527+102.9% | $8,363+58.3% | $4,027+228.8% |
| Admin fee / account holder | $1,844 | $7,719-76.1% | $11,616-84.1% | $5,403-65.9% |