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 | $60,504 | $95,862-36.9% | $79,550-23.9% | $134,475-55.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.69% | -2.69%-12.0pp | 0.16%-14.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,581 | $3,128-49.5% | $2,413-34.5% | $4,740-66.6% |
| Participant deferral / active EE | $5,646 | $4,693+20.3% | $3,985+41.7% | $6,400-11.8% |
| Admin fee / account holder | $2,123 | $9,126-76.7% | $6,832-68.9% | $11,426-81.4% |