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 | $133,938 | $73,867+81.3% | $143,757-6.8% | $68,494+95.5% |
| 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 | $8,730 | $3,184+174.2% | $4,951+76.3% | $2,596+236.3% |
| Participant deferral / active EE | $5,344 | $3,384+57.9% | $5,637-5.2% | $4,027+32.7% |
| Admin fee / account holder | $3,607 | $5,755-37.3% | $14,673-75.4% | $5,403-33.2% |