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 | $38,809 | $82,664-53.1% | $125,339-69.0% | $68,494-43.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -16.49% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,477 | $3,381+2.8% | $4,814-27.8% | $2,596+33.9% |
| Participant deferral / active EE | $4,556 | $6,110-25.4% | $7,446-38.8% | $4,027+13.1% |
| Admin fee / account holder | $1,807 | $6,275-71.2% | $10,010-81.9% | $5,403-66.5% |