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 | $42,509 | $82,664-48.6% | $125,339-66.1% | $68,494-37.9% |
| Participation rate | 86.3% | 75.0%+11.2pp | 82.4%+3.9pp | 67.9%+18.4pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,503 | $3,381+3.6% | $4,814-27.2% | $2,596+34.9% |
| Participant deferral / active EE | $7,309 | $6,110+19.6% | $7,446-1.8% | $4,027+81.5% |
| Admin fee / account holder | $3,777 | $6,275-39.8% | $10,010-62.3% | $5,403-30.1% |