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 | $56,150 | $71,883-21.9% | $86,677-35.2% | $68,494-18.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.59% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $5,081 | $2,173+133.8% | $2,836+79.1% | $2,596+95.7% |
| Participant deferral / active EE | $3,863 | $3,779+2.2% | $4,656-17.0% | $4,027-4.1% |
| Admin fee / account holder | $4,044 | $6,112-33.8% | $7,493-46.0% | $5,403-25.1% |