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 | $170,334 | $73,867+130.6% | $143,757+18.5% | $68,494+148.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.24% | 1.01%-12.3pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $5,475 | $3,184+72.0% | $4,951+10.6% | $2,596+110.9% |
| Participant deferral / active EE | $7,568 | $3,384+123.6% | $5,637+34.3% | $4,027+87.9% |
| Admin fee / account holder | $28,273 | $5,755+391.3% | $14,673+92.7% | $5,403+423.3% |