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 | $31,227 | $54,350-42.5% | $82,719-62.2% | $68,494-54.4% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -16.53% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,041 | $2,218-8.0% | $3,009-32.2% | $2,596-21.4% |
| Participant deferral / active EE | $3,786 | $3,246+16.6% | $4,395-13.9% | $4,027-6.0% |
| Admin fee / account holder | $1,653 | $4,395-62.4% | $5,329-69.0% | $5,403-69.4% |