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 | $99,843 | $73,004+36.8% | $90,749+10.0% | $68,494+45.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.99% | -13.81%-2.2pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $8,705 | $2,193+297.0% | $2,921+198.0% | $2,596+235.3% |
| Participant deferral / active EE | $6,131 | $3,627+69.0% | $4,564+34.3% | $4,027+52.2% |
| Admin fee / account holder | $2,690 | $5,896-54.4% | $8,445-68.1% | $5,403-50.2% |