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 | $34,370 | $110,094-68.8% | $151,611-77.3% | $68,494-49.8% |
| Participation rate | 92.6% | 84.0%+8.6pp | 87.5%+5.1pp | 67.9%+24.7pp |
| Annual return | -12.69% | -10.12%-2.6pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,783 | $4,471-15.4% | $6,166-38.7% | $2,596+45.7% |
| Participant deferral / active EE | $7,196 | $6,527+10.2% | $8,363-14.0% | $4,027+78.7% |
| Admin fee / account holder | $27,006 | $7,719+249.9% | $11,616+132.5% | $5,403+399.9% |