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 | $158,900 | $73,867+115.1% | $143,757+10.5% | $68,494+132.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.98% | 1.01%-12.0pp | -0.04%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $4,489 | $3,184+41.0% | $4,951-9.3% | $2,596+72.9% |
| Participant deferral / active EE | $6,736 | $3,384+99.0% | $5,637+19.5% | $4,027+67.3% |
| Admin fee / account holder | $8,441 | $5,755+46.7% | $14,673-42.5% | $5,403+56.2% |