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 | $38,793 | $81,900-52.6% | $119,609-67.6% | $68,494-43.4% |
| Participation rate | 89.7% | 71.9%+17.8pp | 79.3%+10.4pp | 67.9%+21.8pp |
| Annual return | -15.59% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,482 | $2,693+29.3% | $4,232-17.7% | $2,596+34.1% |
| Participant deferral / active EE | $3,196 | $4,148-22.9% | $5,602-42.9% | $4,027-20.6% |
| Admin fee / account holder | $10,508 | $6,582+59.7% | $10,323+1.8% | $5,403+94.5% |