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 | $150,048 | $59,805+150.9% | $79,550+88.6% | $68,494+119.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -11.15% | -12.30%+1.2pp | 0.16%-11.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $4,220 | $1,505+180.4% | $2,413+74.9% | $2,596+62.5% |
| Participant deferral / active EE | $6,877 | $3,024+127.4% | $3,985+72.6% | $4,027+70.8% |
| Admin fee / account holder | $7,393 | $4,835+52.9% | $6,832+8.2% | $5,403+36.8% |