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 | $158,345 | $73,867+114.4% | $143,757+10.1% | $68,494+131.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.66% | 1.01%-12.7pp | -0.04%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $7,950 | $3,184+149.7% | $4,951+60.6% | $2,596+206.2% |
| Participant deferral / active EE | $5,245 | $3,384+55.0% | $5,637-7.0% | $4,027+30.2% |
| Admin fee / account holder | $403 | $5,755-93.0% | $14,673-97.3% | $5,403-92.5% |