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 | $49,431 | $73,004-32.3% | $90,749-45.5% | $68,494-27.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.54% | -13.81%+0.3pp | -12.16%-1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $5,018 | $2,193+128.8% | $2,921+71.8% | $2,596+93.3% |
| Participant deferral / active EE | $1,675 | $3,627-53.8% | $4,564-63.3% | $4,027-58.4% |
| Admin fee / account holder | $5,354 | $5,896-9.2% | $8,445-36.6% | $5,403-0.9% |