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 | $198,153 | $73,867+168.3% | $143,757+37.8% | $68,494+189.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.08% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $10,684 | $3,184+235.5% | $4,951+115.8% | $2,596+311.5% |
| Participant deferral / active EE | $8,401 | $3,384+148.2% | $5,637+49.0% | $4,027+108.6% |
| Admin fee / account holder | $3,395 | $5,755-41.0% | $14,673-76.9% | $5,403-37.2% |