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 | $102,497 | $73,867+38.8% | $143,757-28.7% | $68,494+49.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.49% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,177 | $3,184-31.6% | $4,951-56.0% | $2,596-16.2% |
| Participant deferral / active EE | $6,204 | $3,384+83.3% | $5,637+10.1% | $4,027+54.1% |
| Admin fee / account holder | $3,723 | $5,755-35.3% | $14,673-74.6% | $5,403-31.1% |