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 | $244,271 | $73,867+230.7% | $143,757+69.9% | $68,494+256.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.52% | 1.01%-13.5pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $10,424 | $3,184+227.4% | $4,951+110.5% | $2,596+301.5% |
| Participant deferral / active EE | $10,771 | $3,384+218.2% | $5,637+91.1% | $4,027+167.5% |
| Admin fee / account holder | $3,460 | $5,755-39.9% | $14,673-76.4% | $5,403-36.0% |