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 5-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 | $66,163 | $82,664-20.0% | $125,339-47.2% | $68,494-3.4% |
| Participation rate | 70.0% | 75.0%-5.0pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -14.17% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,270 | $3,381-3.3% | $4,814-32.1% | $2,596+26.0% |
| Participant deferral / active EE | $10,594 | $6,110+73.4% | $7,446+42.3% | $4,027+163.1% |
| Admin fee / account holder | $27,383 | $6,275+336.4% | $10,010+173.6% | $5,403+406.8% |