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 | $64,804 | $72,404-10.5% | $110,238-41.2% | $64,186+1.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.19% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,451 | $2,282+7.4% | $3,826-36.0% | $2,381+2.9% |
| Participant deferral / active EE | $2,127 | $3,469-38.7% | $4,672-54.5% | $3,470-38.7% |
| Admin fee / account holder | $2,133 | $5,664-62.3% | $8,547-75.0% | $4,888-56.4% |