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 | $80,184 | $73,867+8.6% | $143,757-44.2% | $68,494+17.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.59% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,149 | $3,184-1.1% | $4,951-36.4% | $2,596+21.3% |
| Participant deferral / active EE | $4,307 | $3,384+27.3% | $5,637-23.6% | $4,027+6.9% |
| Admin fee / account holder | $4,940 | $5,755-14.2% | $14,673-66.3% | $5,403-8.6% |