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 | $52,653 | $54,229-2.9% | $70,092-24.9% | $68,494-23.1% |
| Participation rate | 96.6% | 64.5%+32.1pp | 70.5%+26.1pp | 67.9%+28.7pp |
| Annual return | -14.84% | -13.87%-1.0pp | 190.73%-205.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $6,543 | $2,018+224.2% | $2,559+155.7% | $2,596+152.0% |
| Participant deferral / active EE | $5,220 | $2,956+76.6% | $3,849+35.6% | $4,027+29.6% |
| Admin fee / account holder | $6,084 | $4,694+29.6% | $6,267-2.9% | $5,403+12.6% |