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 | $134,944 | $73,867+82.7% | $143,757-6.1% | $68,494+97.0% |
| 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 | $5,193 | $3,184+63.1% | $4,951+4.9% | $2,596+100.0% |
| Participant deferral / active EE | $5,780 | $3,384+70.8% | $5,637+2.5% | $4,027+43.5% |
| Admin fee / account holder | $7,550 | $5,755+31.2% | $14,673-48.5% | $5,403+39.7% |