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 | $26,541 | $71,883-63.1% | $86,677-69.4% | $68,494-61.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.01% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,503 | $2,173+15.2% | $2,836-11.8% | $2,596-3.6% |
| Participant deferral / active EE | $3,886 | $3,779+2.8% | $4,656-16.5% | $4,027-3.5% |
| Admin fee / account holder | $2,661 | $6,112-56.5% | $7,493-64.5% | $5,403-50.7% |