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 | $57,472 | $85,790-33.0% | $67,313-14.6% | $135,375-57.5% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -7.75% | -0.54%-7.2pp | -4.08%-3.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,613 | $3,487-53.8% | $2,566-37.1% | $4,779-66.3% |
| Participant deferral / active EE | $3,528 | $4,651-24.1% | $3,568-1.1% | $5,609-37.1% |
| Admin fee / account holder | $15,468 | $6,392+142.0% | $4,507+243.2% | $10,827+42.9% |