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 | $48,897 | $82,664-40.8% | $125,339-61.0% | $68,494-28.6% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -15.99% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $908 | $3,381-73.1% | $4,814-81.1% | $2,596-65.0% |
| Participant deferral / active EE | $6,553 | $6,110+7.2% | $7,446-12.0% | $4,027+62.7% |
| Admin fee / account holder | $5,173 | $6,275-17.6% | $10,010-48.3% | $5,403-4.3% |