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 | $212,163 | $73,867+187.2% | $143,757+47.6% | $68,494+209.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.07% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,775 | $3,184+50.0% | $4,951-3.6% | $2,596+83.9% |
| Participant deferral / active EE | $4,191 | $3,384+23.8% | $5,637-25.7% | $4,027+4.1% |
| Admin fee / account holder | $7,484 | $5,755+30.0% | $14,673-49.0% | $5,403+38.5% |