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 | $99,673 | $73,867+34.9% | $143,757-30.7% | $68,494+45.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.45% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,441 | $3,184+8.1% | $4,951-30.5% | $2,596+32.5% |
| Participant deferral / active EE | $3,997 | $3,384+18.1% | $5,637-29.1% | $4,027-0.7% |
| Admin fee / account holder | $10,323 | $5,755+79.4% | $14,673-29.6% | $5,403+91.1% |