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 | $48,370 | $54,229-10.8% | $70,092-31.0% | $68,494-29.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.67% | -13.87%-4.8pp | 190.73%-209.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,640 | $2,018+30.8% | $2,559+3.2% | $2,596+1.7% |
| Participant deferral / active EE | $3,968 | $2,956+34.2% | $3,849+3.1% | $4,027-1.5% |
| Admin fee / account holder | $1,557 | $4,694-66.8% | $6,267-75.2% | $5,403-71.2% |