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 | $56,355 | $110,094-48.8% | $151,611-62.8% | $68,494-17.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.35% | -10.12%-2.2pp | 3.33%-15.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $6,171 | $4,471+38.0% | $6,166+0.1% | $2,596+137.7% |
| Participant deferral / active EE | $3,221 | $6,527-50.7% | $8,363-61.5% | $4,027-20.0% |
| Admin fee / account holder | $3,589 | $7,719-53.5% | $11,616-69.1% | $5,403-33.6% |