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 | $33,995 | $64,707-47.5% | $112,228-69.7% | $68,494-50.4% |
| Participation rate | 86.4% | 67.2%+19.2pp | 75.1%+11.3pp | 67.9%+18.5pp |
| Annual return | -13.69% | -11.40%-2.3pp | 27.45%-41.1pp | -7.84%-5.8pp |
| Employer contribution / active EE | $5,251 | $2,746+91.2% | $3,635+44.5% | $2,596+102.3% |
| Participant deferral / active EE | $1,894 | $3,565-46.9% | $4,728-59.9% | $4,027-53.0% |
| Admin fee / account holder | $4,011 | $5,232-23.3% | $6,410-37.4% | $5,403-25.8% |