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 | $127,540 | $73,867+72.7% | $143,757-11.3% | $68,494+86.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.82% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $4,197 | $3,184+31.8% | $4,951-15.2% | $2,596+61.7% |
| Participant deferral / active EE | $6,255 | $3,384+84.8% | $5,637+11.0% | $4,027+55.3% |
| Admin fee / account holder | $3,739 | $5,755-35.0% | $14,673-74.5% | $5,403-30.8% |