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 | $98,041 | $73,867+32.7% | $143,757-31.8% | $68,494+43.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.91% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,862 | $3,184+52.7% | $4,951-1.8% | $2,596+87.3% |
| Participant deferral / active EE | $6,172 | $3,384+82.4% | $5,637+9.5% | $4,027+53.3% |
| Admin fee / account holder | $6,764 | $5,755+17.5% | $14,673-53.9% | $5,403+25.2% |