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 | $48,610 | $65,435-25.7% | $86,677-43.9% | $66,914-27.4% |
| Participation rate | 99.0% | 75.5%+23.6pp | 76.6%+22.5pp | 69.8%+29.2pp |
| Annual return | -14.23% | -10.89%-3.3pp | 35.91%-50.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,885 | $2,153+34.0% | $2,836+1.7% | $2,544+13.4% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3,157 | $642+392.1% | $7,493-57.9% | $593+432.2% |