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 | $63,889 | $71,883-11.1% | $86,677-26.3% | $68,494-6.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.25% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $4,257 | $2,173+95.9% | $2,836+50.1% | $2,596+64.0% |
| Participant deferral / active EE | $7,950 | $3,779+110.4% | $4,656+70.8% | $4,027+97.4% |
| Admin fee / account holder | $2,766 | $6,112-54.7% | $7,493-63.1% | $5,403-48.8% |