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 | $53,955 | $82,664-34.7% | $125,339-57.0% | $68,494-21.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -19.04% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,590 | $3,381+6.2% | $4,814-25.4% | $2,596+38.3% |
| Participant deferral / active EE | $9,394 | $6,110+53.7% | $7,446+26.2% | $4,027+133.3% |
| Admin fee / account holder | $2,277 | $6,275-63.7% | $10,010-77.3% | $5,403-57.9% |