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 | $74,872 | $73,867+1.4% | $143,757-47.9% | $68,494+9.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.37% | 1.01%-13.4pp | -0.04%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $5,700 | $3,184+79.0% | $4,951+15.1% | $2,596+119.5% |
| Participant deferral / active EE | $3,582 | $3,384+5.8% | $5,637-36.5% | $4,027-11.1% |
| Admin fee / account holder | $44,554 | $5,755+674.2% | $14,673+203.6% | $5,403+724.7% |