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 | $59,444 | $64,707-8.1% | $112,228-47.0% | $68,494-13.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.06% | -11.40%-5.7pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,296 | $2,746-16.4% | $3,635-36.8% | $2,596-11.6% |
| Participant deferral / active EE | $4,457 | $3,565+25.0% | $4,728-5.7% | $4,027+10.7% |
| Admin fee / account holder | $1,926 | $5,232-63.2% | $6,410-70.0% | $5,403-64.4% |