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 | $88,395 | $73,867+19.7% | $143,757-38.5% | $68,494+29.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.99% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,110 | $3,184+29.1% | $4,951-17.0% | $2,596+58.3% |
| Participant deferral / active EE | $3,324 | $3,384-1.8% | $5,637-41.0% | $4,027-17.5% |
| Admin fee / account holder | $4,321 | $5,755-24.9% | $14,673-70.6% | $5,403-20.0% |