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 | $120,435 | $73,867+63.0% | $143,757-16.2% | $68,494+75.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.74% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $9,848 | $3,184+209.3% | $4,951+98.9% | $2,596+279.3% |
| Participant deferral / active EE | $5,584 | $3,384+65.0% | $5,637-0.9% | $4,027+38.7% |
| Admin fee / account holder | $2,639 | $5,755-54.1% | $14,673-82.0% | $5,403-51.2% |