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 | $72,811 | $95,862-24.0% | $79,550-8.5% | $134,475-45.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.62% | -2.69%-15.9pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,235 | $3,128-60.5% | $2,413-48.8% | $4,740-74.0% |
| Participant deferral / active EE | $4,173 | $4,693-11.1% | $3,985+4.7% | $6,400-34.8% |
| Admin fee / account holder | $2,226 | $9,126-75.6% | $6,832-67.4% | $11,426-80.5% |