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 | $91,437 | $73,867+23.8% | $143,757-36.4% | $68,494+33.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.97% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $6,083 | $3,184+91.1% | $4,951+22.9% | $2,596+134.3% |
| Participant deferral / active EE | $7,043 | $3,384+108.1% | $5,637+24.9% | $4,027+74.9% |
| Admin fee / account holder | $18,820 | $5,755+227.0% | $14,673+28.3% | $5,403+248.3% |