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 | $118,808 | $73,867+60.8% | $143,757-17.4% | $68,494+73.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -5.46% | 1.01%-6.5pp | -0.04%-5.4pp | -7.84%+2.4pp |
| Employer contribution / active EE | $13,340 | $3,184+319.0% | $4,951+169.4% | $2,596+413.8% |
| Participant deferral / active EE | $7,344 | $3,384+117.0% | $5,637+30.3% | $4,027+82.4% |
| Admin fee / account holder | $88,859 | $5,755+1444.1% | $14,673+505.6% | $5,403+1544.7% |