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 | $67,953 | $71,883-5.5% | $86,677-21.6% | $68,494-0.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.42% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $5,384 | $2,173+147.8% | $2,836+89.8% | $2,596+107.4% |
| Participant deferral / active EE | $4,118 | $3,779+9.0% | $4,656-11.6% | $4,027+2.3% |
| Admin fee / account holder | $32,845 | $6,112+437.4% | $7,493+338.3% | $5,403+507.9% |