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 9-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 | $167,340 | $73,867+126.5% | $143,757+16.4% | $68,494+144.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.33% | 1.01%-0.7pp | -0.04%+0.4pp | -7.84%+8.2pp |
| Employer contribution / active EE | $9,067 | $3,184+184.8% | $4,951+83.1% | $2,596+249.2% |
| Participant deferral / active EE | $6,897 | $3,384+103.8% | $5,637+22.4% | $4,027+71.3% |
| Admin fee / account holder | $2,006 | $5,755-65.1% | $14,673-86.3% | $5,403-62.9% |