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 | $21,880 | $82,664-73.5% | $125,339-82.5% | $68,494-68.1% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,470 | $3,381+2.6% | $4,814-27.9% | $2,596+33.6% |
| Participant deferral / active EE | $7,222 | $6,110+18.2% | $7,446-3.0% | $4,027+79.3% |
| Admin fee / account holder | $3,086 | $6,275-50.8% | $10,010-69.2% | $5,403-42.9% |