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 | $80,212 | $73,867+8.6% | $143,757-44.2% | $68,494+17.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.23% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,499 | $3,184+41.3% | $4,951-9.1% | $2,596+73.3% |
| Participant deferral / active EE | $5,868 | $3,384+73.4% | $5,637+4.1% | $4,027+45.7% |
| Admin fee / account holder | $7,633 | $5,755+32.6% | $14,673-48.0% | $5,403+41.3% |