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 | $88,347 | $73,867+19.6% | $143,757-38.5% | $68,494+29.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.41% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $5,540 | $3,184+74.0% | $4,951+11.9% | $2,596+113.4% |
| Participant deferral / active EE | $5,755 | $3,384+70.0% | $5,637+2.1% | $4,027+42.9% |
| Admin fee / account holder | $2,102 | $5,755-63.5% | $14,673-85.7% | $5,403-61.1% |