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 | $158,935 | $73,867+115.2% | $143,757+10.6% | $68,494+132.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.33% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $6,875 | $3,184+115.9% | $4,951+38.9% | $2,596+164.8% |
| Participant deferral / active EE | $5,873 | $3,384+73.5% | $5,637+4.2% | $4,027+45.8% |
| Admin fee / account holder | $2,529 | $5,755-56.0% | $14,673-82.8% | $5,403-53.2% |