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 | $66,642 | $81,900-18.6% | $119,609-44.3% | $68,494-2.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.27% | -23.82%+5.5pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,470 | $2,693+28.8% | $4,232-18.0% | $2,596+33.7% |
| Participant deferral / active EE | $4,148 | $4,1480% | $5,602-26.0% | $4,027+3.0% |
| Admin fee / account holder | $2,213 | $6,582-66.4% | $10,323-78.6% | $5,403-59.0% |