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 | $28,891 | $158,817-81.8% | $121,196-76.2% | $135,375-78.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.34% | -0.64%-5.7pp | 16.93%-23.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,239 | $5,665-60.5% | $4,022-44.3% | $4,779-53.2% |
| Participant deferral / active EE | $2,634 | $4,005-34.2% | $3,344-21.3% | $5,609-53.0% |
| Admin fee / account holder | $2,252 | $6,512-65.4% | $5,019-55.1% | $10,827-79.2% |