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 | $58,643 | $71,883-18.4% | $86,677-32.3% | $68,494-14.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.43% | 3.52%-16.0pp | 35.91%-48.3pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,432 | $2,173+11.9% | $2,836-14.3% | $2,596-6.3% |
| Participant deferral / active EE | $3,565 | $3,779-5.7% | $4,656-23.4% | $4,027-11.5% |
| Admin fee / account holder | $6,613 | $6,112+8.2% | $7,493-11.8% | $5,403+22.4% |