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 | $27,113 | $77,813-65.2% | $123,544-78.1% | $64,186-57.8% |
| Participation rate | 81.8% | 74.7%+7.1pp | 82.3%-0.5pp | 69.6%+12.2pp |
| Annual return | -6.87% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,511 | $3,014+16.5% | $4,628-24.1% | $2,381+47.5% |
| Participant deferral / active EE | $7,662 | $5,240+46.2% | $6,426+19.2% | $3,470+120.8% |
| Admin fee / account holder | $4,209 | $5,519-23.7% | $9,284-54.7% | $4,888-13.9% |