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 | $94,967 | $110,094-13.7% | $151,611-37.4% | $68,494+38.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.75% | -10.12%-3.6pp | 3.33%-17.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,624 | $4,471-41.3% | $6,166-57.4% | $2,596+1.1% |
| Participant deferral / active EE | $6,798 | $6,527+4.2% | $8,363-18.7% | $4,027+68.8% |
| Admin fee / account holder | $22,529 | $7,719+191.9% | $11,616+93.9% | $5,403+317.0% |