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 | $234,695 | $73,867+217.7% | $143,757+63.3% | $68,494+242.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.62% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $9,161 | $3,184+187.7% | $4,951+85.0% | $2,596+252.8% |
| Participant deferral / active EE | $7,216 | $3,384+113.2% | $5,637+28.0% | $4,027+79.2% |
| Admin fee / account holder | $2,715 | $5,755-52.8% | $14,673-81.5% | $5,403-49.7% |