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 | $44,615 | $71,883-37.9% | $86,677-48.5% | $68,494-34.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.35% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,458 | $2,173-32.9% | $2,836-48.6% | $2,596-43.8% |
| Participant deferral / active EE | $2,473 | $3,779-34.5% | $4,656-46.9% | $4,027-38.6% |
| Admin fee / account holder | $6,246 | $6,112+2.2% | $7,493-16.6% | $5,403+15.6% |