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 | $32,906 | $81,900-59.8% | $119,609-72.5% | $68,494-52.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.31% | -23.82%+7.5pp | -14.97%-1.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,605 | $2,693-3.3% | $4,232-38.4% | $2,596+0.3% |
| Participant deferral / active EE | $2,637 | $4,148-36.4% | $5,602-52.9% | $4,027-34.5% |
| Admin fee / account holder | $7,302 | $6,582+10.9% | $10,323-29.3% | $5,403+35.1% |