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 5-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 | $71,693 | $73,867-2.9% | $143,757-50.1% | $68,494+4.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.89% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,705 | $3,184+16.4% | $4,951-25.2% | $2,596+42.7% |
| Participant deferral / active EE | $5,087 | $3,384+50.3% | $5,637-9.8% | $4,027+26.3% |
| Admin fee / account holder | $1,744 | $5,755-69.7% | $14,673-88.1% | $5,403-67.7% |