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 | $72,811 | $110,094-33.9% | $151,611-52.0% | $68,494+6.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.56% | -10.12%-5.4pp | 3.33%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,333 | $4,471-47.8% | $6,166-62.2% | $2,596-10.1% |
| Participant deferral / active EE | $5,449 | $6,527-16.5% | $8,363-34.8% | $4,027+35.3% |
| Admin fee / account holder | $4,809 | $7,719-37.7% | $11,616-58.6% | $5,403-11.0% |