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 | $37,623 | $85,790-56.1% | $67,313-44.1% | $135,375-72.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.47% | -0.54%-2.9pp | -4.08%+0.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $4,649 | $3,487+33.3% | $2,566+81.2% | $4,779-2.7% |
| Participant deferral / active EE | $6,647 | $4,651+42.9% | $3,568+86.3% | $5,609+18.5% |
| Admin fee / account holder | $8,700 | $6,392+36.1% | $4,507+93.0% | $10,827-19.6% |