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 | $107,694 | $73,867+45.8% | $143,757-25.1% | $68,494+57.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.24% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,014 | $3,184+57.5% | $4,951+1.3% | $2,596+93.1% |
| Participant deferral / active EE | $3,968 | $3,384+17.3% | $5,637-29.6% | $4,027-1.5% |
| Admin fee / account holder | $5,062 | $5,755-12.0% | $14,673-65.5% | $5,403-6.3% |