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 | $38,040 | $79,633-52.2% | $93,789-59.4% | $68,494-44.5% |
| Participation rate | 97.0% | 75.4%+21.6pp | 81.0%+16.0pp | 67.9%+29.1pp |
| Annual return | -15.81% | -0.10%-15.7pp | -11.33%-4.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,286 | $3,665+16.9% | $4,323-0.9% | $2,596+65.1% |
| Participant deferral / active EE | $2,670 | $5,158-48.2% | $6,094-56.2% | $4,027-33.7% |
| Admin fee / account holder | $2,079 | $6,871-69.7% | $7,195-71.1% | $5,403-61.5% |