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 | $26,029 | $82,664-68.5% | $125,339-79.2% | $68,494-62.0% |
| Participation rate | 95.7% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -18.04% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,907 | $6,110+29.4% | $7,446+6.2% | $4,027+96.3% |
| Admin fee / account holder | $1,753 | $6,275-72.1% | $10,010-82.5% | $5,403-67.6% |