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 | $44,462 | $82,664-46.2% | $125,339-64.5% | $68,494-35.1% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -17.30% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,228 | $3,381-4.5% | $4,814-32.9% | $2,596+24.3% |
| Participant deferral / active EE | $7,191 | $6,110+17.7% | $7,446-3.4% | $4,027+78.6% |
| Admin fee / account holder | $3,995 | $6,275-36.3% | $10,010-60.1% | $5,403-26.1% |