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 | $135,875 | $73,867+83.9% | $143,757-5.5% | $68,494+98.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.18% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $4,718 | $3,184+48.2% | $4,951-4.7% | $2,596+81.7% |
| Participant deferral / active EE | $7,663 | $3,384+126.4% | $5,637+35.9% | $4,027+90.3% |
| Admin fee / account holder | $30,729 | $5,755+434.0% | $14,673+109.4% | $5,403+468.8% |