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 | $122,591 | $73,867+66.0% | $143,757-14.7% | $68,494+79.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.07% | 1.01%-11.1pp | -0.04%-10.0pp | -7.84%-2.2pp |
| Employer contribution / active EE | $5,003 | $3,184+57.1% | $4,951+1.1% | $2,596+92.7% |
| Participant deferral / active EE | $6,063 | $3,384+79.1% | $5,637+7.6% | $4,027+50.5% |
| Admin fee / account holder | $14,304 | $5,755+148.6% | $14,673-2.5% | $5,403+164.8% |