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 | $64,676 | $73,867-12.4% | $143,757-55.0% | $68,494-5.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.74% | 1.01%-14.7pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,557 | $3,184+11.7% | $4,951-28.2% | $2,596+37.0% |
| Participant deferral / active EE | $3,832 | $3,384+13.2% | $5,637-32.0% | $4,027-4.8% |
| Admin fee / account holder | $8,822 | $5,755+53.3% | $14,673-39.9% | $5,403+63.3% |