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 | $206,460 | $73,867+179.5% | $143,757+43.6% | $68,494+201.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.31% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $7,043 | $3,184+121.2% | $4,951+42.3% | $2,596+171.3% |
| Participant deferral / active EE | $4,985 | $3,384+47.3% | $5,637-11.6% | $4,027+23.8% |
| Admin fee / account holder | $21,464 | $5,755+273.0% | $14,673+46.3% | $5,403+297.3% |