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 | $217,214 | $73,867+194.1% | $143,757+51.1% | $68,494+217.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.22% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $8,278 | $3,184+160.0% | $4,951+67.2% | $2,596+218.8% |
| Participant deferral / active EE | $10,409 | $3,384+207.6% | $5,637+84.7% | $4,027+158.5% |
| Admin fee / account holder | $30,446 | $5,755+429.1% | $14,673+107.5% | $5,403+463.5% |