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 | $113,238 | $73,867+53.3% | $143,757-21.2% | $68,494+65.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.52% | 1.01%-12.5pp | -0.04%-11.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $4,987 | $3,184+56.6% | $4,951+0.7% | $2,596+92.1% |
| Participant deferral / active EE | $4,510 | $3,384+33.3% | $5,637-20.0% | $4,027+12.0% |
| Admin fee / account holder | $3,371 | $5,755-41.4% | $14,673-77.0% | $5,403-37.6% |