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 | $219,992 | $73,867+197.8% | $143,757+53.0% | $68,494+221.2% |
| Participation rate | 90.9% | 66.7%+24.3pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -17.93% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,736 | $3,184-14.1% | $4,951-44.7% | $2,596+5.4% |
| Participant deferral / active EE | $7,619 | $3,384+125.1% | $5,637+35.2% | $4,027+89.2% |
| Admin fee / account holder | $44,272 | $5,755+669.3% | $14,673+201.7% | $5,403+719.4% |