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 | $162,157 | $73,867+119.5% | $143,757+12.8% | $68,494+136.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.09% | 1.01%-14.1pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $12,746 | $3,184+300.3% | $4,951+157.4% | $2,596+390.9% |
| Participant deferral / active EE | $9,721 | $3,384+187.2% | $5,637+72.4% | $4,027+141.4% |
| Admin fee / account holder | $65,630 | $5,755+1040.5% | $14,673+347.3% | $5,403+1114.7% |