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 | $152,625 | $73,867+106.6% | $143,757+6.2% | $68,494+122.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.27% | 1.01%-12.3pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $3,162 | $3,184-0.7% | $4,951-36.1% | $2,596+21.8% |
| Participant deferral / active EE | $5,153 | $3,384+52.3% | $5,637-8.6% | $4,027+28.0% |
| Admin fee / account holder | $75,035 | $5,755+1203.9% | $14,673+411.4% | $5,403+1288.8% |