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 | $147,574 | $56,357+161.9% | $104,294+41.5% | $68,494+115.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -13.07% | -9.19%-3.9pp | 24.61%-37.7pp | -7.84%-5.2pp |
| Employer contribution / active EE | $5,097 | $1,960+160.1% | $3,372+51.2% | $2,596+96.3% |
| Participant deferral / active EE | $3,640 | $3,077+18.3% | $4,625-21.3% | $4,027-9.6% |
| Admin fee / account holder | $3,168 | $4,903-35.4% | $7,339-56.8% | $5,403-41.4% |