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 | $26,038 | $54,350-52.1% | $82,719-68.5% | $68,494-62.0% |
| Participation rate | 83.9% | 63.9%+20.0pp | 72.6%+11.3pp | 67.9%+16.0pp |
| Annual return | -17.17% | -13.67%-3.5pp | 701.18%-718.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,785 | $2,218-19.5% | $3,009-40.7% | $2,596-31.2% |
| Participant deferral / active EE | $4,261 | $3,246+31.3% | $4,395-3.0% | $4,027+5.8% |
| Admin fee / account holder | $4,019 | $4,395-8.6% | $5,329-24.6% | $5,403-25.6% |