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 | $73,943 | $73,867+0.1% | $143,757-48.6% | $68,494+8.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.06% | 1.01%-11.1pp | -0.04%-10.0pp | -7.84%-2.2pp |
| Employer contribution / active EE | $3,674 | $3,184+15.4% | $4,951-25.8% | $2,596+41.5% |
| Participant deferral / active EE | $2,983 | $3,384-11.9% | $5,637-47.1% | $4,027-25.9% |
| Admin fee / account holder | $5,567 | $5,755-3.3% | $14,673-62.1% | $5,403+3.0% |