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 | $66,406 | $73,004-9.0% | $90,749-26.8% | $68,494-3.0% |
| Participation rate | 83.3% | 70.8%+12.5pp | 75.7%+7.6pp | 67.9%+15.4pp |
| Annual return | -14.33% | -13.81%-0.5pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,542 | $2,193+107.1% | $2,921+55.5% | $2,596+74.9% |
| Participant deferral / active EE | $3,014 | $3,627-16.9% | $4,564-34.0% | $4,027-25.2% |
| Admin fee / account holder | $20,962 | $5,896+255.5% | $8,445+148.2% | $5,403+288.0% |