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 | $135,634 | $73,867+83.6% | $143,757-5.7% | $68,494+98.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.75% | 1.01%-9.8pp | -0.04%-8.7pp | -7.84%-0.9pp |
| Employer contribution / active EE | $8,041 | $3,184+152.5% | $4,951+62.4% | $2,596+209.7% |
| Participant deferral / active EE | $7,796 | $3,384+130.3% | $5,637+38.3% | $4,027+93.6% |
| Admin fee / account holder | $5,652 | $5,755-1.8% | $14,673-61.5% | $5,403+4.6% |