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 | $181,462 | $73,867+145.7% | $143,757+26.2% | $68,494+164.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.09% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,995 | $3,184+119.7% | $4,951+41.3% | $2,596+169.4% |
| Participant deferral / active EE | $4,713 | $3,384+39.3% | $5,637-16.4% | $4,027+17.0% |
| Admin fee / account holder | $13,188 | $5,755+129.2% | $14,673-10.1% | $5,403+144.1% |