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 | $134,804 | $73,867+82.5% | $143,757-6.2% | $68,494+96.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.81% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $6,607 | $3,184+107.5% | $4,951+33.5% | $2,596+154.5% |
| Participant deferral / active EE | $2,956 | $3,384-12.6% | $5,637-47.6% | $4,027-26.6% |
| Admin fee / account holder | $1,973 | $5,755-65.7% | $14,673-86.6% | $5,403-63.5% |