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 | $62,798 | $73,004-14.0% | $90,749-30.8% | $68,494-8.3% |
| Participation rate | 82.0% | 70.8%+11.1pp | 75.7%+6.3pp | 67.9%+14.1pp |
| Annual return | -11.65% | -13.81%+2.2pp | -12.16%+0.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,412 | $2,193-35.6% | $2,921-51.7% | $2,596-45.6% |
| Participant deferral / active EE | $2,670 | $3,627-26.4% | $4,564-41.5% | $4,027-33.7% |
| Admin fee / account holder | $19,815 | $5,896+236.1% | $8,445+134.7% | $5,403+266.8% |