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 | $111,982 | $64,707+73.1% | $112,228-0.2% | $68,494+63.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -3.35% | -11.40%+8.1pp | 27.45%-30.8pp | -7.84%+4.5pp |
| Employer contribution / active EE | $12,803 | $2,746+366.2% | $3,635+252.2% | $2,596+393.1% |
| Participant deferral / active EE | $3,538 | $3,565-0.8% | $4,728-25.2% | $4,027-12.2% |
| Admin fee / account holder | $2,452 | $5,232-53.1% | $6,410-61.7% | $5,403-54.6% |