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 | $60,346 | $73,004-17.3% | $90,749-33.5% | $68,494-11.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -12.90% | -13.81%+0.9pp | -12.16%-0.7pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,112 | $2,193-49.3% | $2,921-61.9% | $2,596-57.2% |
| Participant deferral / active EE | $4,173 | $3,627+15.1% | $4,564-8.6% | $4,027+3.6% |
| Admin fee / account holder | $2,229 | $5,896-62.2% | $8,445-73.6% | $5,403-58.7% |