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 | $69,095 | $81,900-15.6% | $119,609-42.2% | $68,494+0.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.82% | -23.82%+6.0pp | -14.97%-2.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,732 | $2,693-35.7% | $4,232-59.1% | $2,596-33.3% |
| Participant deferral / active EE | $2,432 | $4,148-41.4% | $5,602-56.6% | $4,027-39.6% |
| Admin fee / account holder | $6,270 | $6,582-4.7% | $10,323-39.3% | $5,403+16.1% |