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 | $74,445 | $73,867+0.8% | $143,757-48.2% | $68,494+8.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.39% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $6,120 | $3,184+92.2% | $4,951+23.6% | $2,596+135.7% |
| Participant deferral / active EE | $8,266 | $3,384+144.2% | $5,637+46.6% | $4,027+105.3% |
| Admin fee / account holder | $2,863 | $5,755-50.2% | $14,673-80.5% | $5,403-47.0% |