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 | $35,727 | $82,664-56.8% | $125,339-71.5% | $68,494-47.8% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -12.30% | -5.97%-6.3pp | 572.05%-584.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,757 | $3,381-18.5% | $4,814-42.7% | $2,596+6.2% |
| Participant deferral / active EE | $3,241 | $6,110-47.0% | $7,446-56.5% | $4,027-19.5% |
| Admin fee / account holder | $3,328 | $6,275-47.0% | $10,010-66.8% | $5,403-38.4% |