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 | $55,539 | $46,674+19.0% | $117,472-52.7% | $68,494-18.9% |
| Participation rate | 98.6% | 56.8%+41.8pp | 70.6%+28.0pp | 67.9%+30.7pp |
| Annual return | -12.55% | -14.52%+2.0pp | 29.74%-42.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,540 | $1,505+135.3% | $4,176-15.2% | $2,596+36.3% |
| Participant deferral / active EE | $3,868 | $2,636+46.7% | $4,070-5.0% | $4,027-4.0% |
| Admin fee / account holder | $15,970 | $4,020+297.3% | $5,645+182.9% | $5,403+195.6% |