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 | $152,759 | $73,867+106.8% | $143,757+6.3% | $68,494+123.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.66% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $5,691 | $3,184+78.7% | $4,951+14.9% | $2,596+119.2% |
| Participant deferral / active EE | $3,730 | $3,384+10.2% | $5,637-33.8% | $4,027-7.4% |
| Admin fee / account holder | $9,333 | $5,755+62.2% | $14,673-36.4% | $5,403+72.7% |