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 | $54,055 | $95,862-43.6% | $79,550-32.0% | $134,475-59.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.68% | -2.69%-15.0pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,870 | $3,128-40.2% | $2,413-22.5% | $4,740-60.6% |
| Participant deferral / active EE | $3,762 | $4,693-19.8% | $3,985-5.6% | $6,400-41.2% |
| Admin fee / account holder | $5,101 | $9,126-44.1% | $6,832-25.3% | $11,426-55.4% |