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 | $192,263 | $73,867+160.3% | $143,757+33.7% | $68,494+180.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.96% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,935 | $3,184+86.4% | $4,951+19.9% | $2,596+128.6% |
| Participant deferral / active EE | $8,340 | $3,384+146.4% | $5,637+47.9% | $4,027+107.1% |
| Admin fee / account holder | $44,942 | $5,755+681.0% | $14,673+206.3% | $5,403+731.8% |