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 | $170,807 | $73,867+131.2% | $143,757+18.8% | $68,494+149.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.14% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $7,494 | $3,184+135.3% | $4,951+51.4% | $2,596+188.6% |
| Participant deferral / active EE | $7,798 | $3,384+130.4% | $5,637+38.3% | $4,027+93.6% |
| Admin fee / account holder | $7,425 | $5,755+29.0% | $14,673-49.4% | $5,403+37.4% |