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 | $244,352 | $73,867+230.8% | $143,757+70.0% | $68,494+256.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.74% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,309 | $3,184+66.7% | $4,951+7.2% | $2,596+104.5% |
| Participant deferral / active EE | $7,712 | $3,384+127.9% | $5,637+36.8% | $4,027+91.5% |
| Admin fee / account holder | $80,907 | $5,755+1305.9% | $14,673+451.4% | $5,403+1397.5% |