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 | $40,582 | $82,664-50.9% | $125,339-67.6% | $68,494-40.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,200 | $3,381-5.3% | $4,814-33.5% | $2,596+23.3% |
| Participant deferral / active EE | $6,788 | $6,110+11.1% | $7,446-8.8% | $4,027+68.5% |
| Admin fee / account holder | $6,171 | $6,275-1.7% | $10,010-38.4% | $5,403+14.2% |