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 | $172,475 | $73,867+133.5% | $143,757+20.0% | $68,494+151.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.68% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $12,136 | $3,184+281.1% | $4,951+145.1% | $2,596+367.4% |
| Participant deferral / active EE | $2,983 | $3,384-11.9% | $5,637-47.1% | $4,027-25.9% |
| Admin fee / account holder | $32,148 | $5,755+458.6% | $14,673+119.1% | $5,403+495.0% |