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 | $43,481 | $82,664-47.4% | $125,339-65.3% | $68,494-36.5% |
| Participation rate | 94.9% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -15.73% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,474 | $3,381+2.7% | $4,814-27.8% | $2,596+33.8% |
| Participant deferral / active EE | $5,683 | $6,110-7.0% | $7,446-23.7% | $4,027+41.1% |
| Admin fee / account holder | $3,478 | $6,275-44.6% | $10,010-65.3% | $5,403-35.6% |