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 | $229,399 | $73,867+210.6% | $143,757+59.6% | $68,494+234.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.22% | 1.01%-12.2pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $12,053 | $3,184+278.5% | $4,951+143.4% | $2,596+364.2% |
| Participant deferral / active EE | $9,450 | $3,384+179.2% | $5,637+67.6% | $4,027+134.7% |
| Admin fee / account holder | $574 | $5,755-90.0% | $14,673-96.1% | $5,403-89.4% |