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 | $68,596 | $73,867-7.1% | $143,757-52.3% | $68,494+0.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.24% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,399 | $3,184+38.2% | $4,951-11.1% | $2,596+69.4% |
| Participant deferral / active EE | $3,334 | $3,384-1.5% | $5,637-40.9% | $4,027-17.2% |
| Admin fee / account holder | $10,842 | $5,755+88.4% | $14,673-26.1% | $5,403+100.7% |