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 | $96,726 | $73,867+30.9% | $143,757-32.7% | $68,494+41.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.41% | 1.01%-10.4pp | -0.04%-9.4pp | -7.84%-1.6pp |
| Employer contribution / active EE | $7,753 | $3,184+143.5% | $4,951+56.6% | $2,596+198.6% |
| Participant deferral / active EE | $2,449 | $3,384-27.6% | $5,637-56.6% | $4,027-39.2% |
| Admin fee / account holder | $4,450 | $5,755-22.7% | $14,673-69.7% | $5,403-17.6% |