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 | $43,573 | $54,350-19.8% | $82,719-47.3% | $68,494-36.4% |
| Participation rate | 71.9% | 63.9%+8.0pp | 72.6%-0.6pp | 67.9%+4.0pp |
| Annual return | -19.50% | -13.67%-5.8pp | 701.18%-720.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,498 | $2,218+57.7% | $3,009+16.3% | $2,596+34.7% |
| Participant deferral / active EE | $4,117 | $3,246+26.8% | $4,395-6.3% | $4,027+2.2% |
| Admin fee / account holder | $1,444 | $4,395-67.2% | $5,329-72.9% | $5,403-73.3% |