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 | $134,301 | $73,867+81.8% | $143,757-6.6% | $68,494+96.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.08% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $6,669 | $3,184+109.4% | $4,951+34.7% | $2,596+156.9% |
| Participant deferral / active EE | $4,979 | $3,384+47.1% | $5,637-11.7% | $4,027+23.6% |
| Admin fee / account holder | $8,628 | $5,755+49.9% | $14,673-41.2% | $5,403+59.7% |