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 | $118,681 | $73,867+60.7% | $143,757-17.4% | $68,494+73.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.45% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $7,700 | $3,184+141.8% | $4,951+55.5% | $2,596+196.6% |
| Participant deferral / active EE | $4,273 | $3,384+26.3% | $5,637-24.2% | $4,027+6.1% |
| Admin fee / account holder | $4,160 | $5,755-27.7% | $14,673-71.6% | $5,403-23.0% |