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 | $151,871 | $73,867+105.6% | $143,757+5.6% | $68,494+121.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.87% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $9,027 | $3,184+183.5% | $4,951+82.3% | $2,596+247.7% |
| Participant deferral / active EE | $6,605 | $3,384+95.2% | $5,637+17.2% | $4,027+64.0% |
| Admin fee / account holder | $2,471 | $5,755-57.1% | $14,673-83.2% | $5,403-54.3% |