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 | $158,255 | $73,867+114.2% | $143,757+10.1% | $68,494+131.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.00% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $13,692 | $3,184+330.0% | $4,951+176.6% | $2,596+427.4% |
| Participant deferral / active EE | $7,410 | $3,384+119.0% | $5,637+31.5% | $4,027+84.0% |
| Admin fee / account holder | $1,503 | $5,755-73.9% | $14,673-89.8% | $5,403-72.2% |