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 | $197,997 | $73,867+168.0% | $143,757+37.7% | $68,494+189.1% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -15.40% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $9,014 | $3,184+183.1% | $4,951+82.1% | $2,596+247.2% |
| Participant deferral / active EE | $6,091 | $3,384+80.0% | $5,637+8.1% | $4,027+51.2% |
| Admin fee / account holder | $2,802 | $5,755-51.3% | $14,673-80.9% | $5,403-48.1% |