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 | $196,233 | $73,867+165.7% | $143,757+36.5% | $68,494+186.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.29% | 1.01%-12.3pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $5,964 | $3,184+87.3% | $4,951+20.5% | $2,596+129.7% |
| Participant deferral / active EE | $4,183 | $3,384+23.6% | $5,637-25.8% | $4,027+3.9% |
| Admin fee / account holder | $4,221 | $5,755-26.6% | $14,673-71.2% | $5,403-21.9% |