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 9-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 | $88,218 | $73,867+19.4% | $143,757-38.6% | $68,494+28.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.42% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $6,818 | $3,184+114.1% | $4,951+37.7% | $2,596+162.6% |
| Participant deferral / active EE | $4,416 | $3,384+30.5% | $5,637-21.7% | $4,027+9.7% |
| Admin fee / account holder | $4,024 | $5,755-30.1% | $14,673-72.6% | $5,403-25.5% |