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 | $73,377 | $42,894+71.1% | $60,874+20.5% | $68,494+7.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.05% | -13.98%-0.1pp | 16.90%-30.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,544 | $1,978-22.0% | $2,701-42.9% | $2,596-40.5% |
| Participant deferral / active EE | $2,000 | $2,867-30.2% | $3,817-47.6% | $4,027-50.3% |
| Admin fee / account holder | $10,884 | $3,101+251.0% | $3,224+237.6% | $5,403+101.5% |