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 | $36,560 | $83,427-56.2% | $115,756-68.4% | $68,494-46.6% |
| Participation rate | 96.4% | 71.9%+24.5pp | 77.1%+19.3pp | 67.9%+28.5pp |
| Annual return | -14.17% | -10.95%-3.2pp | 143.14%-157.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,173 | $3,075-29.3% | $3,793-42.7% | $2,596-16.3% |
| Participant deferral / active EE | $4,864 | $5,355-9.2% | $6,254-22.2% | $4,027+20.8% |
| Admin fee / account holder | $6,447 | $5,708+13.0% | $8,124-20.6% | $5,403+19.3% |