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 | $73,403 | $73,867-0.6% | $143,757-48.9% | $68,494+7.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.57% | 1.01%-10.6pp | -0.04%-9.5pp | -7.84%-1.7pp |
| Employer contribution / active EE | $4,711 | $3,184+48.0% | $4,951-4.8% | $2,596+81.5% |
| Participant deferral / active EE | $5,513 | $3,384+62.9% | $5,637-2.2% | $4,027+36.9% |
| Admin fee / account holder | $854 | $5,755-85.2% | $14,673-94.2% | $5,403-84.2% |