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 | $149,308 | $73,867+102.1% | $143,757+3.9% | $68,494+118.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.26% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,719 | $3,184+79.6% | $4,951+15.5% | $2,596+120.3% |
| Participant deferral / active EE | $4,206 | $3,384+24.3% | $5,637-25.4% | $4,027+4.4% |
| Admin fee / account holder | $3,830 | $5,755-33.4% | $14,673-73.9% | $5,403-29.1% |