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 | $55,475 | $81,900-32.3% | $119,609-53.6% | $68,494-19.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.55% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,818 | $2,693+41.8% | $4,232-9.8% | $2,596+47.1% |
| Participant deferral / active EE | $2,663 | $4,148-35.8% | $5,602-52.5% | $4,027-33.9% |
| Admin fee / account holder | $1,328 | $6,582-79.8% | $10,323-87.1% | $5,403-75.4% |