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 | $37,526 | $95,193-60.6% | $76,523-51.0% | $135,375-72.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.30% | 4.85%-11.1pp | -0.27%-6.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,921 | $3,302+18.7% | $2,647+48.1% | $4,779-18.0% |
| Participant deferral / active EE | $5,747 | $4,639+23.9% | $3,835+49.8% | $5,609+2.5% |
| Admin fee / account holder | $1,544 | $6,249-75.3% | $4,848-68.1% | $10,827-85.7% |