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 | $107,733 | $73,867+45.8% | $143,757-25.1% | $68,494+57.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.59% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,022 | $3,184+89.1% | $4,951+21.6% | $2,596+131.9% |
| Participant deferral / active EE | $5,148 | $3,384+52.1% | $5,637-8.7% | $4,027+27.8% |
| Admin fee / account holder | $1,589 | $5,755-72.4% | $14,673-89.2% | $5,403-70.6% |