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 | $70,214 | $77,976-10.0% | $81,367-13.7% | $125,391-44.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -0.22% | -2.85%+2.6pp | -0.92%+0.7pp | 282.22%-282.4pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,399 | $5,646-39.8% | $5,383-36.9% | $5,352-36.5% |
| Admin fee / account holder | $363 | $12,476-97.1% | $8,926-95.9% | $9,540-96.2% |