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 | $193,213 | $73,867+161.6% | $143,757+34.4% | $68,494+182.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.73% | 1.01%-10.7pp | -0.04%-9.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $15,348 | $3,184+382.0% | $4,951+210.0% | $2,596+491.1% |
| Participant deferral / active EE | $3,805 | $3,384+12.4% | $5,637-32.5% | $4,027-5.5% |
| Admin fee / account holder | $5,299 | $5,755-7.9% | $14,673-63.9% | $5,403-1.9% |