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 | $101,329 | $73,867+37.2% | $143,757-29.5% | $68,494+47.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.66% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,641 | $3,184-17.1% | $4,951-46.7% | $2,596+1.7% |
| Participant deferral / active EE | $5,144 | $3,384+52.0% | $5,637-8.8% | $4,027+27.7% |
| Admin fee / account holder | $4,677 | $5,755-18.7% | $14,673-68.1% | $5,403-13.4% |