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 5-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 | $32,777 | $82,664-60.3% | $125,339-73.8% | $68,494-52.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -13.08% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,021 | $3,381-10.6% | $4,814-37.2% | $2,596+16.4% |
| Participant deferral / active EE | $5,143 | $6,110-15.8% | $7,446-30.9% | $4,027+27.7% |
| Admin fee / account holder | $2,573 | $6,275-59.0% | $10,010-74.3% | $5,403-52.4% |