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 | $19,120 | $82,664-76.9% | $125,339-84.7% | $68,494-72.1% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -16.07% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,915 | $3,381-13.8% | $4,814-39.4% | $2,596+12.3% |
| Participant deferral / active EE | $5,945 | $6,110-2.7% | $7,446-20.2% | $4,027+47.6% |
| Admin fee / account holder | $1,863 | $6,275-70.3% | $10,010-81.4% | $5,403-65.5% |