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 5-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 | $26,061 | $82,664-68.5% | $125,339-79.2% | $68,494-62.0% |
| Participation rate | 82.5% | 75.0%+7.4pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,991 | $3,381+18.0% | $4,814-17.1% | $2,596+53.7% |
| Participant deferral / active EE | $8,076 | $6,110+32.2% | $7,446+8.4% | $4,027+100.5% |
| Admin fee / account holder | $4,432 | $6,275-29.4% | $10,010-55.7% | $5,403-18.0% |