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 | $118,733 | $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 | -14.28% | 1.01%-15.3pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $7,791 | $3,184+144.7% | $4,951+57.4% | $2,596+200.1% |
| Participant deferral / active EE | $7,770 | $3,384+129.6% | $5,637+37.8% | $4,027+92.9% |
| Admin fee / account holder | $7,357 | $5,755+27.9% | $14,673-49.9% | $5,403+36.2% |