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 | $189,525 | $73,867+156.6% | $143,757+31.8% | $68,494+176.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.93% | 1.01%-11.9pp | -0.04%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $3,919 | $3,184+23.1% | $4,951-20.8% | $2,596+50.9% |
| Participant deferral / active EE | $2,076 | $3,384-38.7% | $5,637-63.2% | $4,027-48.5% |
| Admin fee / account holder | $11,966 | $5,755+107.9% | $14,673-18.4% | $5,403+121.5% |