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 | $78,066 | $73,867+5.7% | $143,757-45.7% | $68,494+14.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.28% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,423 | $3,184+101.7% | $4,951+29.7% | $2,596+147.4% |
| Participant deferral / active EE | $3,742 | $3,384+10.6% | $5,637-33.6% | $4,027-7.1% |
| Admin fee / account holder | $1,423 | $5,755-75.3% | $14,673-90.3% | $5,403-73.7% |