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 | $76,183 | $73,867+3.1% | $143,757-47.0% | $68,494+11.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.66% | 1.01%-9.7pp | -0.04%-8.6pp | -7.84%-0.8pp |
| Employer contribution / active EE | $5,377 | $3,184+68.9% | $4,951+8.6% | $2,596+107.1% |
| Participant deferral / active EE | $3,293 | $3,384-2.7% | $5,637-41.6% | $4,027-18.2% |
| Admin fee / account holder | $5,082 | $5,755-11.7% | $14,673-65.4% | $5,403-5.9% |