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 | $246,070 | $73,867+233.1% | $143,757+71.2% | $68,494+259.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.67% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $10,950 | $3,184+243.9% | $4,951+121.2% | $2,596+321.7% |
| Participant deferral / active EE | $8,652 | $3,384+155.6% | $5,637+53.5% | $4,027+114.8% |
| Admin fee / account holder | $9,879 | $5,755+71.7% | $14,673-32.7% | $5,403+82.8% |