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 | $74,739 | $95,193-21.5% | $76,523-2.3% | $135,375-44.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.84% | 4.85%-9.7pp | -0.27%-4.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,730 | $3,302-47.6% | $2,647-34.7% | $4,779-63.8% |
| Participant deferral / active EE | $3,676 | $4,639-20.8% | $3,835-4.2% | $5,609-34.5% |
| Admin fee / account holder | $1,494 | $6,249-76.1% | $4,848-69.2% | $10,827-86.2% |