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 | $34,544 | $81,900-57.8% | $119,609-71.1% | $68,494-49.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.72% | -23.82%+6.1pp | -14.97%-2.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,302 | $2,693+96.8% | $4,232+25.3% | $2,596+104.2% |
| Participant deferral / active EE | $2,923 | $4,148-29.5% | $5,602-47.8% | $4,027-27.4% |
| Admin fee / account holder | $1,465 | $6,582-77.7% | $10,323-85.8% | $5,403-72.9% |