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 | $52,820 | $54,229-2.6% | $70,092-24.6% | $68,494-22.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.30% | -13.87%-3.4pp | 190.73%-208.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,377 | $2,018+17.8% | $2,559-7.1% | $2,596-8.5% |
| Participant deferral / active EE | $3,268 | $2,956+10.6% | $3,849-15.1% | $4,027-18.8% |
| Admin fee / account holder | $5,201 | $4,694+10.8% | $6,267-17.0% | $5,403-3.7% |