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 | $50,518 | $110,094-54.1% | $151,611-66.7% | $68,494-26.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.91% | -10.12%-1.8pp | 3.33%-15.2pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,964 | $4,471-33.7% | $6,166-51.9% | $2,596+14.1% |
| Participant deferral / active EE | $3,848 | $6,527-41.0% | $8,363-54.0% | $4,027-4.4% |
| Admin fee / account holder | $532 | $7,719-93.1% | $11,616-95.4% | $5,403-90.2% |