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 | $52,602 | $90,519-41.9% | $93,789-43.9% | $134,475-60.9% |
| Participation rate | 84.6% | 82.0%+2.7pp | 81.0%+3.7pp | 81.2%+3.4pp |
| Annual return | -17.74% | -15.72%-2.0pp | -11.33%-6.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,724 | $4,343+8.8% | $4,323+9.3% | $4,740-0.3% |
| Participant deferral / active EE | $10,443 | $5,978+74.7% | $6,094+71.4% | $6,400+63.2% |
| Admin fee / account holder | $7,279 | $9,252-21.3% | $7,195+1.2% | $11,426-36.3% |