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 | $67,313 | $110,094-38.9% | $151,611-55.6% | $68,494-1.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.53% | -10.12%-1.4pp | 3.33%-14.9pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,330 | $4,471-47.9% | $6,166-62.2% | $2,596-10.3% |
| Participant deferral / active EE | $4,720 | $6,527-27.7% | $8,363-43.6% | $4,027+17.2% |
| Admin fee / account holder | $1,049 | $7,719-86.4% | $11,616-91.0% | $5,403-80.6% |