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 | $151,110 | $73,004+107.0% | $90,749+66.5% | $68,494+120.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -6.69% | -13.81%+7.1pp | -12.16%+5.5pp | -7.84%+1.2pp |
| Employer contribution / active EE | $6,313 | $2,193+187.9% | $2,921+116.1% | $2,596+143.1% |
| Participant deferral / active EE | $4,605 | $3,627+27.0% | $4,564+0.9% | $4,027+14.3% |
| Admin fee / account holder | $8,560 | $5,896+45.2% | $8,445+1.4% | $5,403+58.4% |