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 | $52,407 | $73,867-29.1% | $143,757-63.5% | $68,494-23.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.84% | 1.01%-12.8pp | -0.04%-11.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $5,834 | $3,184+83.2% | $4,951+17.8% | $2,596+124.7% |
| Participant deferral / active EE | $4,350 | $3,384+28.5% | $5,637-22.8% | $4,027+8.0% |
| Admin fee / account holder | $4,399 | $5,755-23.6% | $14,673-70.0% | $5,403-18.6% |