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 | $107,113 | $59,805+79.1% | $79,550+34.6% | $68,494+56.4% |
| Participation rate | 97.8% | 61.1%+36.8pp | 69.5%+28.3pp | 67.9%+29.9pp |
| Annual return | -2.21% | -12.30%+10.1pp | 0.16%-2.4pp | -7.84%+5.6pp |
| Employer contribution / active EE | $10,655 | $1,505+608.0% | $2,413+341.5% | $2,596+310.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,059 | $4,835-36.7% | $6,832-55.2% | $5,403-43.4% |