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 | $25,107 | $82,664-69.6% | $125,339-80.0% | $68,494-63.3% |
| Participation rate | 85.1% | 75.0%+10.1pp | 82.4%+2.7pp | 67.9%+17.2pp |
| Annual return | -18.05% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,509 | $3,381-55.4% | $4,814-68.7% | $2,596-41.9% |
| Participant deferral / active EE | $8,184 | $6,110+33.9% | $7,446+9.9% | $4,027+103.2% |
| Admin fee / account holder | $4,483 | $6,275-28.6% | $10,010-55.2% | $5,403-17.0% |