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 | $70,990 | $73,004-2.8% | $90,749-21.8% | $68,494+3.6% |
| Participation rate | 94.4% | 70.8%+23.6pp | 75.7%+18.8pp | 67.9%+26.6pp |
| Annual return | -17.61% | -13.81%-3.8pp | -12.16%-5.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,556 | $2,193+153.3% | $2,921+90.2% | $2,596+114.0% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,938 | $5,896-67.1% | $8,445-77.1% | $5,403-64.1% |