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 | $17,354 | $73,867-76.5% | $143,757-87.9% | $68,494-74.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.78% | 1.01%-13.8pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $4,104 | $3,184+28.9% | $4,951-17.1% | $2,596+58.1% |
| Participant deferral / active EE | $2,865 | $3,384-15.3% | $5,637-49.2% | $4,027-28.8% |
| Admin fee / account holder | $1,066 | $5,755-81.5% | $14,673-92.7% | $5,403-80.3% |