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 | $168,815 | $73,867+128.5% | $143,757+17.4% | $68,494+146.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.24% | 1.01%-13.3pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $10,542 | $3,184+231.1% | $4,951+112.9% | $2,596+306.0% |
| Participant deferral / active EE | $5,971 | $3,384+76.4% | $5,637+5.9% | $4,027+48.3% |
| Admin fee / account holder | $1,683 | $5,755-70.8% | $14,673-88.5% | $5,403-68.8% |