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 | $61,767 | $42,894+44.0% | $60,874+1.5% | $68,494-9.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.07% | -13.98%-4.1pp | 16.90%-35.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,009 | $1,978+52.1% | $2,701+11.4% | $2,596+15.9% |
| Participant deferral / active EE | $10,619 | $2,867+270.4% | $3,817+178.2% | $4,027+163.7% |
| Admin fee / account holder | $10,522 | $3,101+239.4% | $3,224+226.4% | $5,403+94.8% |