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 | $57,451 | $81,900-29.9% | $119,609-52.0% | $68,494-16.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.74% | -23.82%+9.1pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,866 | $2,693-30.7% | $4,232-55.9% | $2,596-28.1% |
| Participant deferral / active EE | $4,072 | $4,148-1.8% | $5,602-27.3% | $4,027+1.1% |
| Admin fee / account holder | $1,829 | $6,582-72.2% | $10,323-82.3% | $5,403-66.1% |