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 | $58,355 | $81,900-28.7% | $119,609-51.2% | $68,494-14.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.79% | -23.82%+5.0pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,119 | $2,693-21.3% | $4,232-49.9% | $2,596-18.4% |
| Participant deferral / active EE | $2,978 | $4,148-28.2% | $5,602-46.8% | $4,027-26.1% |
| Admin fee / account holder | $1,342 | $6,582-79.6% | $10,323-87.0% | $5,403-75.2% |