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 | $149,693 | $59,805+150.3% | $79,550+88.2% | $68,494+118.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.14% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,698 | $1,505+79.3% | $2,413+11.8% | $2,596+3.9% |
| Participant deferral / active EE | $4,419 | $3,024+46.1% | $3,985+10.9% | $4,027+9.7% |
| Admin fee / account holder | $4,633 | $4,835-4.2% | $6,832-32.2% | $5,403-14.2% |