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 | $135,267 | $73,867+83.1% | $143,757-5.9% | $68,494+97.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.50% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,640 | $3,184+45.7% | $4,951-6.3% | $2,596+78.7% |
| Participant deferral / active EE | $4,757 | $3,384+40.6% | $5,637-15.6% | $4,027+18.1% |
| Admin fee / account holder | $728 | $5,755-87.3% | $14,673-95.0% | $5,403-86.5% |