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 | $23,378 | $197,825-88.2% | $155,790-85.0% | $125,391-81.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 76.1%+9.6pp | 83.2%+2.5pp |
| Annual return | -1.52% | 86.74%-88.3pp | 71.54%-73.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,737 | $4,847-64.2% | $3,836-54.7% | $4,866-64.3% |
| Participant deferral / active EE | $2,243 | $5,630-60.2% | $4,797-53.2% | $5,352-58.1% |
| Admin fee / account holder | $22,733 | $9,545+138.2% | $7,478+204.0% | $9,540+138.3% |