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 | $160,012 | $73,867+116.6% | $143,757+11.3% | $68,494+133.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.46% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,468 | $3,184+40.3% | $4,951-9.8% | $2,596+72.1% |
| Participant deferral / active EE | $8,581 | $3,384+153.5% | $5,637+52.2% | $4,027+113.1% |
| Admin fee / account holder | $9,298 | $5,755+61.6% | $14,673-36.6% | $5,403+72.1% |