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 | $57,017 | $82,664-31.0% | $125,339-54.5% | $68,494-16.8% |
| Participation rate | 98.0% | 75.0%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -10.76% | -5.97%-4.8pp | 572.05%-582.8pp | -7.84%-2.9pp |
| Employer contribution / active EE | $3,493 | $3,381+3.3% | $4,814-27.4% | $2,596+34.5% |
| Participant deferral / active EE | $4,170 | $6,110-31.8% | $7,446-44.0% | $4,027+3.5% |
| Admin fee / account holder | $548 | $6,275-91.3% | $10,010-94.5% | $5,403-89.9% |