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 | $102,164 | $73,867+38.3% | $143,757-28.9% | $68,494+49.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.42% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,325 | $3,184+35.8% | $4,951-12.6% | $2,596+66.6% |
| Participant deferral / active EE | $2,934 | $3,384-13.3% | $5,637-47.9% | $4,027-27.1% |
| Admin fee / account holder | $5,125 | $5,755-10.9% | $14,673-65.1% | $5,403-5.1% |