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 | $34,592 | $81,900-57.8% | $119,609-71.1% | $68,494-49.5% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.4pp | 67.9%+20.7pp |
| Annual return | -16.08% | -23.82%+7.7pp | -14.97%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,445 | $2,693-9.2% | $4,232-42.2% | $2,596-5.8% |
| Participant deferral / active EE | $2,666 | $4,148-35.7% | $5,602-52.4% | $4,027-33.8% |
| Admin fee / account holder | $2,766 | $6,582-58.0% | $10,323-73.2% | $5,403-48.8% |