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 | $85,553 | $110,094-22.3% | $151,611-43.6% | $68,494+24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -2.03% | -10.12%+8.1pp | 3.33%-5.4pp | -7.84%+5.8pp |
| Employer contribution / active EE | $7,682 | $4,471+71.8% | $6,166+24.6% | $2,596+195.9% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,683 | $7,719-65.2% | $11,616-76.9% | $5,403-50.3% |