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 | $100,905 | $73,867+36.6% | $143,757-29.8% | $68,494+47.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.44% | 1.01%-12.4pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $3,171 | $3,184-0.4% | $4,951-36.0% | $2,596+22.1% |
| Participant deferral / active EE | $2,465 | $3,384-27.2% | $5,637-56.3% | $4,027-38.8% |
| Admin fee / account holder | $2,493 | $5,755-56.7% | $14,673-83.0% | $5,403-53.8% |