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 | $25,163 | $64,707-61.1% | $112,228-77.6% | $68,494-63.3% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -18.57% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,868 | $2,746+4.4% | $3,635-21.1% | $2,596+10.5% |
| Participant deferral / active EE | $5,549 | $3,565+55.7% | $4,728+17.4% | $4,027+37.8% |
| Admin fee / account holder | $2,066 | $5,232-60.5% | $6,410-67.8% | $5,403-61.8% |