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 | $111,225 | $73,867+50.6% | $143,757-22.6% | $68,494+62.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.65% | 1.01%-14.7pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $4,897 | $3,184+53.8% | $4,951-1.1% | $2,596+88.6% |
| Participant deferral / active EE | $4,728 | $3,384+39.7% | $5,637-16.1% | $4,027+17.4% |
| Admin fee / account holder | $3,340 | $5,755-42.0% | $14,673-77.2% | $5,403-38.2% |