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 | $165,483 | $76,912+115.2% | $129,110+28.2% | $68,494+141.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -14.60% | -9.78%-4.8pp | -10.94%-3.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,575 | $3,243-20.6% | $5,052-49.0% | $2,596-0.8% |
| Participant deferral / active EE | $9,271 | $4,732+95.9% | $6,542+41.7% | $4,027+130.2% |
| Admin fee / account holder | $22,767 | $6,638+243.0% | $14,302+59.2% | $5,403+321.4% |