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 | $29,455 | $82,664-64.4% | $125,339-76.5% | $68,494-57.0% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,111 | $3,381-37.6% | $4,814-56.2% | $2,596-18.7% |
| Participant deferral / active EE | $4,583 | $6,110-25.0% | $7,446-38.5% | $4,027+13.8% |
| Admin fee / account holder | $4,163 | $6,275-33.7% | $10,010-58.4% | $5,403-22.9% |