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 | $113,522 | $73,867+53.7% | $143,757-21.0% | $68,494+65.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.01% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $6,259 | $3,184+96.6% | $4,951+26.4% | $2,596+141.1% |
| Participant deferral / active EE | $8,592 | $3,384+153.9% | $5,637+52.4% | $4,027+113.3% |
| Admin fee / account holder | $982 | $5,755-82.9% | $14,673-93.3% | $5,403-81.8% |