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 | $68,884 | $81,900-15.9% | $119,609-42.4% | $68,494+0.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.60% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,810 | $2,693-32.8% | $4,232-57.2% | $2,596-30.3% |
| Participant deferral / active EE | $4,898 | $4,148+18.1% | $5,602-12.6% | $4,027+21.6% |
| Admin fee / account holder | $1,184 | $6,582-82.0% | $10,323-88.5% | $5,403-78.1% |