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 | $62,718 | $72,404-13.4% | $110,238-43.1% | $64,186-2.3% |
| Participation rate | 97.4% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.8pp |
| Annual return | -6.03% | -6.29%+0.3pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,249 | $2,282-1.4% | $3,826-41.2% | $2,381-5.5% |
| Participant deferral / active EE | $4,252 | $3,469+22.6% | $4,672-9.0% | $3,470+22.5% |
| Admin fee / account holder | $10,675 | $5,664+88.5% | $8,547+24.9% | $4,888+118.4% |