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 | $43,149 | $64,707-33.3% | $112,228-61.6% | $68,494-37.0% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -17.53% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,462 | $2,746-10.4% | $3,635-32.3% | $2,596-5.2% |
| Participant deferral / active EE | $7,730 | $3,565+116.8% | $4,728+63.5% | $4,027+91.9% |
| Admin fee / account holder | $2,780 | $5,232-46.9% | $6,410-56.6% | $5,403-48.5% |