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 5-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 | $53,492 | $82,664-35.3% | $125,339-57.3% | $68,494-21.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.09% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,809 | $3,381+12.6% | $4,814-20.9% | $2,596+46.7% |
| Participant deferral / active EE | $4,490 | $6,110-26.5% | $7,446-39.7% | $4,027+11.5% |
| Admin fee / account holder | $1,283 | $6,275-79.6% | $10,010-87.2% | $5,403-76.3% |