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 | $145,770 | $73,867+97.3% | $143,757+1.4% | $68,494+112.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.32% | 1.01%-14.3pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $5,696 | $3,184+78.9% | $4,951+15.0% | $2,596+119.4% |
| Participant deferral / active EE | $5,064 | $3,384+49.6% | $5,637-10.2% | $4,027+25.8% |
| Admin fee / account holder | $3,968 | $5,755-31.1% | $14,673-73.0% | $5,403-26.6% |