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 | $58,861 | $95,862-38.6% | $79,550-26.0% | $134,475-56.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.56% | -2.69%-3.9pp | 0.16%-6.7pp | 417.96%-424.5pp |
| Employer contribution / active EE | $2,066 | $3,128-33.9% | $2,413-14.4% | $4,740-56.4% |
| Participant deferral / active EE | $5,204 | $4,693+10.9% | $3,985+30.6% | $6,400-18.7% |
| Admin fee / account holder | $1,552 | $9,126-83.0% | $6,832-77.3% | $11,426-86.4% |