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 | $26,030 | $73,004-64.3% | $90,749-71.3% | $68,494-62.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -18.32% | -13.81%-4.5pp | -12.16%-6.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,628 | $2,193-25.8% | $2,921-44.3% | $2,596-37.3% |
| Participant deferral / active EE | $7,012 | $3,627+93.3% | $4,564+53.6% | $4,027+74.1% |
| Admin fee / account holder | $4,339 | $5,896-26.4% | $8,445-48.6% | $5,403-19.7% |