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 | $206,270 | $73,867+179.2% | $143,757+43.5% | $68,494+201.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.27% | 1.01%-11.3pp | -0.04%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $11,554 | $3,184+262.8% | $4,951+133.4% | $2,596+345.0% |
| Participant deferral / active EE | $6,840 | $3,384+102.1% | $5,637+21.3% | $4,027+69.8% |
| Admin fee / account holder | $10,276 | $5,755+78.6% | $14,673-30.0% | $5,403+90.2% |