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 | $109,452 | $73,867+48.2% | $143,757-23.9% | $68,494+59.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.48% | 1.01%-14.5pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,261 | $3,184+33.8% | $4,951-13.9% | $2,596+64.1% |
| Participant deferral / active EE | $3,935 | $3,384+16.3% | $5,637-30.2% | $4,027-2.3% |
| Admin fee / account holder | $13,578 | $5,755+136.0% | $14,673-7.5% | $5,403+151.3% |