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 | $13,094 | $73,867-82.3% | $143,757-90.9% | $68,494-80.9% |
| Participation rate | 88.7% | 66.7%+22.0pp | 80.3%+8.4pp | 67.9%+20.8pp |
| Annual return | -12.24% | 1.01%-13.3pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $3,595 | $3,184+12.9% | $4,951-27.4% | $2,596+38.5% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,621 | $5,755-19.7% | $14,673-68.5% | $5,403-14.5% |