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 | $68,234 | $82,286-17.1% | $68,791-0.8% | $134,475-49.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.03% | -2.19%-15.8pp | -6.38%-11.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,077 | $3,301-6.8% | $2,655+15.9% | $4,740-35.1% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,686 | $6,481-74.0% | $4,932-65.8% | $11,426-85.2% |