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 | $117,939 | $73,867+59.7% | $143,757-18.0% | $68,494+72.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.46% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $8,538 | $3,184+168.1% | $4,951+72.5% | $2,596+228.9% |
| Participant deferral / active EE | $5,539 | $3,384+63.7% | $5,637-1.7% | $4,027+37.5% |
| Admin fee / account holder | $2,082 | $5,755-63.8% | $14,673-85.8% | $5,403-61.5% |