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 | $151,759 | $73,867+105.4% | $143,757+5.6% | $68,494+121.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.75% | 1.01%-10.8pp | -0.04%-9.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $10,225 | $3,184+221.1% | $4,951+106.5% | $2,596+293.8% |
| Participant deferral / active EE | $6,331 | $3,384+87.1% | $5,637+12.3% | $4,027+57.2% |
| Admin fee / account holder | $20,098 | $5,755+249.2% | $14,673+37.0% | $5,403+272.0% |