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 | $115,104 | $73,867+55.8% | $143,757-19.9% | $68,494+68.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.35% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $9,197 | $3,184+188.9% | $4,951+85.8% | $2,596+254.3% |
| Participant deferral / active EE | $6,897 | $3,384+103.8% | $5,637+22.3% | $4,027+71.3% |
| Admin fee / account holder | $1,060 | $5,755-81.6% | $14,673-92.8% | $5,403-80.4% |