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 | $122,161 | $73,867+65.4% | $143,757-15.0% | $68,494+78.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.14% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,466 | $3,184-22.5% | $4,951-50.2% | $2,596-5.0% |
| Participant deferral / active EE | $6,983 | $3,384+106.3% | $5,637+23.9% | $4,027+73.4% |
| Admin fee / account holder | $6,277 | $5,755+9.1% | $14,673-57.2% | $5,403+16.2% |