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 | $170,883 | $73,867+131.3% | $143,757+18.9% | $68,494+149.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -2.69% | 1.01%-3.7pp | -0.04%-2.6pp | -7.84%+5.2pp |
| Employer contribution / active EE | $5,301 | $3,184+66.5% | $4,951+7.1% | $2,596+104.2% |
| Participant deferral / active EE | $4,483 | $3,384+32.5% | $5,637-20.5% | $4,027+11.3% |
| Admin fee / account holder | $38,449 | $5,755+568.2% | $14,673+162.0% | $5,403+611.7% |