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 | $162,395 | $64,707+151.0% | $112,228+44.7% | $68,494+137.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.51% | -11.40%-7.1pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,340 | $2,746+21.6% | $3,635-8.1% | $2,596+28.6% |
| Participant deferral / active EE | $6,565 | $3,565+84.2% | $4,728+38.9% | $4,027+63.0% |
| Admin fee / account holder | $3,914 | $5,232-25.2% | $6,410-38.9% | $5,403-27.6% |