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 | $179,410 | $73,867+142.9% | $143,757+24.8% | $68,494+161.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.26% | 1.01%-10.3pp | -0.04%-9.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $5,699 | $3,184+79.0% | $4,951+15.1% | $2,596+119.5% |
| Participant deferral / active EE | $8,910 | $3,384+163.3% | $5,637+58.1% | $4,027+121.3% |
| Admin fee / account holder | $4,041 | $5,755-29.8% | $14,673-72.5% | $5,403-25.2% |