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 | $28,854 | $95,862-69.9% | $79,550-63.7% | $134,475-78.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.36% | -2.69%-13.7pp | 0.16%-16.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,364 | $3,128-24.4% | $2,413-2.1% | $4,740-50.1% |
| Participant deferral / active EE | $4,956 | $4,693+5.6% | $3,985+24.4% | $6,400-22.6% |
| Admin fee / account holder | $1,641 | $9,126-82.0% | $6,832-76.0% | $11,426-85.6% |