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 | $80,932 | $73,867+9.6% | $143,757-43.7% | $68,494+18.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.18% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $5,251 | $3,184+64.9% | $4,951+6.1% | $2,596+102.3% |
| Participant deferral / active EE | $6,282 | $3,384+85.6% | $5,637+11.4% | $4,027+56.0% |
| Admin fee / account holder | $8,417 | $5,755+46.3% | $14,673-42.6% | $5,403+55.8% |