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 | $241,709 | $73,867+227.2% | $143,757+68.1% | $68,494+252.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.52% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $7,089 | $3,184+122.6% | $4,951+43.2% | $2,596+173.0% |
| Participant deferral / active EE | $4,333 | $3,384+28.0% | $5,637-23.1% | $4,027+7.6% |
| Admin fee / account holder | $8,122 | $5,755+41.1% | $14,673-44.6% | $5,403+50.3% |