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 | $155,776 | $71,480+117.9% | $90,782+71.6% | $64,186+142.7% |
| Participation rate | 98.4% | 77.6%+20.8pp | 82.7%+15.8pp | 69.6%+28.8pp |
| Annual return | -4.69% | -4.25%-0.4pp | -3.42%-1.3pp | 7.63%-12.3pp |
| Employer contribution / active EE | $7,416 | $3,415+117.2% | $4,105+80.6% | $2,381+211.5% |
| Participant deferral / active EE | $3,644 | $4,302-15.3% | $5,366-32.1% | $3,470+5.0% |
| Admin fee / account holder | $8,409 | $6,309+33.3% | $5,908+42.3% | $4,888+72.0% |