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 | $185,737 | $73,867+151.4% | $143,757+29.2% | $68,494+171.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.32% | 1.01%-14.3pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,557 | $3,184+11.7% | $4,951-28.2% | $2,596+37.0% |
| Participant deferral / active EE | $7,374 | $3,384+117.9% | $5,637+30.8% | $4,027+83.1% |
| Admin fee / account holder | $6,797 | $5,755+18.1% | $14,673-53.7% | $5,403+25.8% |