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 | $180,820 | $73,867+144.8% | $143,757+25.8% | $68,494+164.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.87% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,977 | $3,184+87.7% | $4,951+20.7% | $2,596+130.2% |
| Participant deferral / active EE | $6,051 | $3,384+78.8% | $5,637+7.3% | $4,027+50.3% |
| Admin fee / account holder | $5,755 | $5,7550% | $14,673-60.8% | $5,403+6.5% |