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 | $131,993 | $73,867+78.7% | $143,757-8.2% | $68,494+92.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.31% | 1.01%-14.3pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $6,934 | $3,184+117.8% | $4,951+40.1% | $2,596+167.1% |
| Participant deferral / active EE | $5,147 | $3,384+52.1% | $5,637-8.7% | $4,027+27.8% |
| Admin fee / account holder | $1,113 | $5,755-80.7% | $14,673-92.4% | $5,403-79.4% |