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 | $179,136 | $73,867+142.5% | $143,757+24.6% | $68,494+161.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.32% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,668 | $3,184-16.2% | $4,951-46.1% | $2,596+2.8% |
| Participant deferral / active EE | $5,888 | $3,384+74.0% | $5,637+4.5% | $4,027+46.2% |
| Admin fee / account holder | $1,849 | $5,755-67.9% | $14,673-87.4% | $5,403-65.8% |