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 | $55,503 | $95,862-42.1% | $79,550-30.2% | $134,475-58.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.25% | -2.69%-15.6pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,474 | $3,128-20.9% | $2,413+2.5% | $4,740-47.8% |
| Participant deferral / active EE | $6,324 | $4,693+34.8% | $3,985+58.7% | $6,400-1.2% |
| Admin fee / account holder | $1,564 | $9,126-82.9% | $6,832-77.1% | $11,426-86.3% |