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 | $54,772 | $105,860-48.3% | $90,749-39.6% | $134,475-59.3% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.7%+6.7pp | 81.2%+1.1pp |
| Annual return | -11.27% | -11.01%-0.3pp | -12.16%+0.9pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,853 | $3,462-46.5% | $2,921-36.6% | $4,740-60.9% |
| Participant deferral / active EE | $4,599 | $5,216-11.8% | $4,564+0.8% | $6,400-28.1% |
| Admin fee / account holder | $493 | $13,938-96.5% | $8,445-94.2% | $11,426-95.7% |