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 | $70,562 | $95,193-25.9% | $76,523-7.8% | $135,375-47.9% |
| Participation rate | 95.0% | 74.4%+20.6pp | 68.0%+27.0pp | 82.6%+12.4pp |
| Annual return | -7.18% | 4.85%-12.0pp | -0.27%-6.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,000 | $3,302-9.2% | $2,647+13.3% | $4,779-37.2% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,894 | $6,249-53.7% | $4,848-40.3% | $10,827-73.3% |