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 | $61,667 | $73,004-15.5% | $90,749-32.0% | $68,494-10.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -12.62% | -13.81%+1.2pp | -12.16%-0.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,681 | $2,193+22.2% | $2,921-8.2% | $2,596+3.3% |
| Participant deferral / active EE | $6,311 | $3,627+74.0% | $4,564+38.3% | $4,027+56.7% |
| Admin fee / account holder | $30,947 | $5,896+424.9% | $8,445+266.5% | $5,403+472.8% |