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 | $76,583 | $73,867+3.7% | $143,757-46.7% | $68,494+11.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.79% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $8,040 | $3,184+152.5% | $4,951+62.4% | $2,596+209.7% |
| Participant deferral / active EE | $7,171 | $3,384+111.9% | $5,637+27.2% | $4,027+78.1% |
| Admin fee / account holder | $8,183 | $5,755+42.2% | $14,673-44.2% | $5,403+51.5% |