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 | $85,243 | $73,867+15.4% | $143,757-40.7% | $68,494+24.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.58% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $7,332 | $3,184+130.3% | $4,951+48.1% | $2,596+182.4% |
| Participant deferral / active EE | $7,065 | $3,384+108.7% | $5,637+25.3% | $4,027+75.4% |
| Admin fee / account holder | $2,141 | $5,755-62.8% | $14,673-85.4% | $5,403-60.4% |