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 | $45,150 | $82,664-45.4% | $125,339-64.0% | $68,494-34.1% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -16.97% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,288 | $3,381-2.8% | $4,814-31.7% | $2,596+26.6% |
| Participant deferral / active EE | $5,479 | $6,110-10.3% | $7,446-26.4% | $4,027+36.1% |
| Admin fee / account holder | $2,208 | $6,275-64.8% | $10,010-77.9% | $5,403-59.1% |