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 | $78,438 | $81,900-4.2% | $119,609-34.4% | $68,494+14.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.50% | -23.82%+5.3pp | -14.97%-3.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,903 | $2,693+7.8% | $4,232-31.4% | $2,596+11.8% |
| Participant deferral / active EE | $2,758 | $4,148-33.5% | $5,602-50.8% | $4,027-31.5% |
| Admin fee / account holder | $3,576 | $6,582-45.7% | $10,323-65.4% | $5,403-33.8% |