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 | $71,236 | $81,900-13.0% | $119,609-40.4% | $68,494+4.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.81% | -23.82%+6.0pp | -14.97%-2.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,543 | $2,693+105.8% | $4,232+31.0% | $2,596+113.5% |
| Participant deferral / active EE | $13,876 | $4,148+234.5% | $5,602+147.7% | $4,027+244.6% |
| Admin fee / account holder | $8,253 | $6,582+25.4% | $10,323-20.1% | $5,403+52.8% |