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 | $69,901 | $81,900-14.7% | $119,609-41.6% | $68,494+2.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.95% | -23.82%+8.9pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,008 | $2,693+11.7% | $4,232-28.9% | $2,596+15.8% |
| Participant deferral / active EE | $6,298 | $4,148+51.8% | $5,602+12.4% | $4,027+56.4% |
| Admin fee / account holder | $4,268 | $6,582-35.2% | $10,323-58.7% | $5,403-21.0% |