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 | $146,974 | $73,867+99.0% | $143,757+2.2% | $68,494+114.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.05% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $6,526 | $3,184+104.9% | $4,951+31.8% | $2,596+151.3% |
| Participant deferral / active EE | $5,312 | $3,384+56.9% | $5,637-5.8% | $4,027+31.9% |
| Admin fee / account holder | $8,855 | $5,755+53.9% | $14,673-39.7% | $5,403+63.9% |