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 | $43,517 | $73,867-41.1% | $143,757-69.7% | $68,494-36.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.16% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $6,592 | $3,184+107.0% | $4,951+33.2% | $2,596+153.9% |
| Participant deferral / active EE | $4,601 | $3,384+35.9% | $5,637-18.4% | $4,027+14.2% |
| Admin fee / account holder | $17,450 | $5,755+203.2% | $14,673+18.9% | $5,403+223.0% |