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 | $28,496 | $82,664-65.5% | $125,339-77.3% | $68,494-58.4% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -19.00% | -5.97%-13.0pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,658 | $3,381-21.4% | $4,814-44.8% | $2,596+2.4% |
| Participant deferral / active EE | $5,062 | $6,110-17.2% | $7,446-32.0% | $4,027+25.7% |
| Admin fee / account holder | $560 | $6,275-91.1% | $10,010-94.4% | $5,403-89.6% |