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 | $92,474 | $73,867+25.2% | $143,757-35.7% | $68,494+35.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.31% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,853 | $3,184-10.4% | $4,951-42.4% | $2,596+9.9% |
| Participant deferral / active EE | $8,589 | $3,384+153.8% | $5,637+52.4% | $4,027+113.3% |
| Admin fee / account holder | $12,785 | $5,755+122.2% | $14,673-12.9% | $5,403+136.6% |