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 | $119,852 | $73,867+62.3% | $143,757-16.6% | $68,494+75.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.17% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,794 | $3,184+19.2% | $4,951-23.4% | $2,596+46.1% |
| Participant deferral / active EE | $2,832 | $3,384-16.3% | $5,637-49.8% | $4,027-29.7% |
| Admin fee / account holder | $14,018 | $5,755+143.6% | $14,673-4.5% | $5,403+159.5% |