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 | $159,958 | $73,867+116.5% | $143,757+11.3% | $68,494+133.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.40% | 1.01%-14.4pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,650 | $3,184+14.6% | $4,951-26.3% | $2,596+40.6% |
| Participant deferral / active EE | $2,250 | $3,384-33.5% | $5,637-60.1% | $4,027-44.1% |
| Admin fee / account holder | $3,541 | $5,755-38.5% | $14,673-75.9% | $5,403-34.5% |