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 | $105,654 | $73,867+43.0% | $143,757-26.5% | $68,494+54.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.35% | 1.01%-12.4pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $9,928 | $3,184+211.8% | $4,951+100.5% | $2,596+282.4% |
| Participant deferral / active EE | $7,723 | $3,384+128.2% | $5,637+37.0% | $4,027+91.8% |
| Admin fee / account holder | $4,675 | $5,755-18.8% | $14,673-68.1% | $5,403-13.5% |