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 | $24,078 | $82,664-70.9% | $125,339-80.8% | $68,494-64.8% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -13.75% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,863 | $3,381-15.3% | $4,814-40.5% | $2,596+10.3% |
| Participant deferral / active EE | $6,449 | $6,110+5.5% | $7,446-13.4% | $4,027+60.1% |
| Admin fee / account holder | $4,545 | $6,275-27.6% | $10,010-54.6% | $5,403-15.9% |