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 | $138,931 | $73,867+88.1% | $143,757-3.4% | $68,494+102.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.41% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,174 | $3,184+125.3% | $4,951+44.9% | $2,596+176.3% |
| Participant deferral / active EE | $7,100 | $3,384+109.8% | $5,637+25.9% | $4,027+76.3% |
| Admin fee / account holder | $49,720 | $5,755+764.0% | $14,673+238.9% | $5,403+820.3% |