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 | $72,782 | $76,912-5.4% | $129,110-43.6% | $68,494+6.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -15.17% | -9.78%-5.4pp | -10.94%-4.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,613 | $3,243+42.3% | $5,052-8.7% | $2,596+77.7% |
| Participant deferral / active EE | $3,766 | $4,732-20.4% | $6,542-42.4% | $4,027-6.5% |
| Admin fee / account holder | $4,135 | $6,638-37.7% | $14,302-71.1% | $5,403-23.5% |