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 | $80,474 | $73,867+8.9% | $143,757-44.0% | $68,494+17.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.56% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,345 | $3,184+36.5% | $4,951-12.2% | $2,596+67.4% |
| Participant deferral / active EE | $4,646 | $3,384+37.3% | $5,637-17.6% | $4,027+15.4% |
| Admin fee / account holder | $1,535 | $5,755-73.3% | $14,673-89.5% | $5,403-71.6% |