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 | $135,682 | $48,265+181.1% | $68,791+97.2% | $68,494+98.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.64% | -12.71%-1.9pp | -6.38%-8.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,214 | $1,829+75.7% | $2,655+21.0% | $2,596+23.8% |
| Participant deferral / active EE | $8,726 | $2,867+204.4% | $3,941+121.4% | $4,027+116.7% |
| Admin fee / account holder | $3,437 | $4,355-21.1% | $4,932-30.3% | $5,403-36.4% |