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 | $150,463 | $72,404+107.8% | $110,238+36.5% | $64,186+134.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.11% | -6.29%-0.8pp | 314.74%-321.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,968 | $2,282+30.1% | $3,826-22.4% | $2,381+24.7% |
| Participant deferral / active EE | $3,654 | $3,469+5.3% | $4,672-21.8% | $3,470+5.3% |
| Admin fee / account holder | $8,145 | $5,664+43.8% | $8,547-4.7% | $4,888+66.6% |