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 | $34,907 | $82,664-57.8% | $125,339-72.2% | $68,494-49.0% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,484 | $3,381+3.1% | $4,814-27.6% | $2,596+34.2% |
| Participant deferral / active EE | $4,621 | $6,110-24.4% | $7,446-37.9% | $4,027+14.7% |
| Admin fee / account holder | $1,295 | $6,275-79.4% | $10,010-87.1% | $5,403-76.0% |