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 | $67,823 | $73,867-8.2% | $143,757-52.8% | $68,494-1.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.59% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,336 | $3,184+36.2% | $4,951-12.4% | $2,596+67.0% |
| Participant deferral / active EE | $4,050 | $3,384+19.7% | $5,637-28.2% | $4,027+0.6% |
| Admin fee / account holder | $3,546 | $5,755-38.4% | $14,673-75.8% | $5,403-34.4% |