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 | $34,794 | $82,664-57.9% | $125,339-72.2% | $68,494-49.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,194 | $3,381+53.6% | $4,814+7.9% | $2,596+100.1% |
| Participant deferral / active EE | $9,718 | $6,110+59.0% | $7,446+30.5% | $4,027+141.3% |
| Admin fee / account holder | $3,478 | $6,275-44.6% | $10,010-65.2% | $5,403-35.6% |