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 | $59,876 | $110,094-45.6% | $151,611-60.5% | $68,494-12.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.42% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,947 | $4,471-34.1% | $6,166-52.2% | $2,596+13.5% |
| Participant deferral / active EE | $4,880 | $6,527-25.2% | $8,363-41.7% | $4,027+21.2% |
| Admin fee / account holder | $9,770 | $7,719+26.6% | $11,616-15.9% | $5,403+80.8% |