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 | $67,142 | $72,404-7.3% | $110,238-39.1% | $64,186+4.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.55% | -6.29%+1.7pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,949 | $2,282-14.6% | $3,826-49.1% | $2,381-18.1% |
| Participant deferral / active EE | $3,561 | $3,469+2.7% | $4,672-23.8% | $3,470+2.6% |
| Admin fee / account holder | $1,608 | $5,664-71.6% | $8,547-81.2% | $4,888-67.1% |