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 | $62,163 | $82,286-24.5% | $68,791-9.6% | $134,475-53.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -16.62% | -2.19%-14.4pp | -6.38%-10.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,695 | $3,301+42.2% | $2,655+76.8% | $4,740-0.9% |
| Participant deferral / active EE | $2,177 | $4,739-54.1% | $3,941-44.8% | $6,400-66.0% |
| Admin fee / account holder | $14,394 | $6,481+122.1% | $4,932+191.9% | $11,426+26.0% |