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 | $94,734 | $73,867+28.3% | $143,757-34.1% | $68,494+38.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.65% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $11,083 | $3,184+248.1% | $4,951+123.9% | $2,596+326.9% |
| Participant deferral / active EE | $5,180 | $3,384+53.0% | $5,637-8.1% | $4,027+28.6% |
| Admin fee / account holder | $9,149 | $5,755+59.0% | $14,673-37.6% | $5,403+69.3% |