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 | $242,388 | $73,867+228.1% | $143,757+68.6% | $68,494+253.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.48% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $8,396 | $3,184+163.7% | $4,951+69.6% | $2,596+223.4% |
| Participant deferral / active EE | $6,621 | $3,384+95.6% | $5,637+17.4% | $4,027+64.4% |
| Admin fee / account holder | $5,828 | $5,755+1.3% | $14,673-60.3% | $5,403+7.9% |