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 | $165,169 | $73,867+123.6% | $143,757+14.9% | $68,494+141.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.34% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,458 | $3,184+102.8% | $4,951+30.4% | $2,596+148.7% |
| Participant deferral / active EE | $7,540 | $3,384+122.8% | $5,637+33.8% | $4,027+87.2% |
| Admin fee / account holder | $4,103 | $5,755-28.7% | $14,673-72.0% | $5,403-24.1% |