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 | $142,734 | $73,867+93.2% | $143,757-0.7% | $68,494+108.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.31% | 1.01%-10.3pp | -0.04%-9.3pp | -7.84%-1.5pp |
| Employer contribution / active EE | $8,401 | $3,184+163.9% | $4,951+69.7% | $2,596+223.6% |
| Participant deferral / active EE | $7,195 | $3,384+112.6% | $5,637+27.6% | $4,027+78.7% |
| Admin fee / account holder | $4,503 | $5,755-21.8% | $14,673-69.3% | $5,403-16.7% |