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 | $198,007 | $73,867+168.1% | $143,757+37.7% | $68,494+189.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.63% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $20,674 | $3,184+549.3% | $4,951+317.6% | $2,596+696.3% |
| Participant deferral / active EE | $15,229 | $3,384+350.0% | $5,637+170.2% | $4,027+278.2% |
| Admin fee / account holder | $29,640 | $5,755+415.1% | $14,673+102.0% | $5,403+448.6% |