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 | $61,641 | $81,900-24.7% | $119,609-48.5% | $68,494-10.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.00% | -23.82%+11.8pp | -14.97%+3.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,344 | $2,693+98.4% | $4,232+26.3% | $2,596+105.8% |
| Participant deferral / active EE | $5,024 | $4,148+21.1% | $5,602-10.3% | $4,027+24.7% |
| Admin fee / account holder | $3,146 | $6,582-52.2% | $10,323-69.5% | $5,403-41.8% |