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 | $161,897 | $73,867+119.2% | $143,757+12.6% | $68,494+136.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.42% | 1.01%-12.4pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $8,585 | $3,184+169.6% | $4,951+73.4% | $2,596+230.7% |
| Participant deferral / active EE | $4,305 | $3,384+27.2% | $5,637-23.6% | $4,027+6.9% |
| Admin fee / account holder | $2,839 | $5,755-50.7% | $14,673-80.7% | $5,403-47.4% |