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 | $107,693 | $73,867+45.8% | $143,757-25.1% | $68,494+57.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.01% | 1.01%-14.0pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,712 | $3,184-46.2% | $4,951-65.4% | $2,596-34.1% |
| Participant deferral / active EE | $3,167 | $3,384-6.4% | $5,637-43.8% | $4,027-21.4% |
| Admin fee / account holder | $12,116 | $5,755+110.6% | $14,673-17.4% | $5,403+124.3% |