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 | $106,557 | $73,867+44.3% | $143,757-25.9% | $68,494+55.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.95% | 1.01%-14.0pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $3,698 | $3,184+16.1% | $4,951-25.3% | $2,596+42.4% |
| Participant deferral / active EE | $5,013 | $3,384+48.1% | $5,637-11.1% | $4,027+24.5% |
| Admin fee / account holder | $1,031 | $5,755-82.1% | $14,673-93.0% | $5,403-80.9% |