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 | $33,288 | $83,427-60.1% | $115,756-71.2% | $68,494-51.4% |
| Participation rate | 89.1% | 71.9%+17.2pp | 77.1%+12.0pp | 67.9%+21.2pp |
| Annual return | -14.43% | -10.95%-3.5pp | 143.14%-157.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,061 | $3,075-65.5% | $3,793-72.0% | $2,596-59.2% |
| Participant deferral / active EE | $6,404 | $5,355+19.6% | $6,254+2.4% | $4,027+59.0% |
| Admin fee / account holder | $5,253 | $5,708-8.0% | $8,124-35.3% | $5,403-2.8% |