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 | $20,494 | $95,862-78.6% | $79,550-74.2% | $134,475-84.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -15.30% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,329 | $3,128+6.4% | $2,413+37.9% | $4,740-29.8% |
| Participant deferral / active EE | $4,141 | $4,693-11.8% | $3,985+3.9% | $6,400-35.3% |
| Admin fee / account holder | $22,480 | $9,126+146.3% | $6,832+229.0% | $11,426+96.7% |