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 | $64,590 | $82,286-21.5% | $68,791-6.1% | $134,475-52.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.24% | -2.19%-18.0pp | -6.38%-13.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,736 | $3,301-17.1% | $2,655+3.1% | $4,740-42.3% |
| Participant deferral / active EE | $3,363 | $4,739-29.0% | $3,941-14.7% | $6,400-47.4% |
| Admin fee / account holder | $67,850 | $6,481+947.0% | $4,932+1275.7% | $11,426+493.8% |