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 | $39,843 | $82,664-51.8% | $125,339-68.2% | $68,494-41.8% |
| Participation rate | 93.2% | 75.0%+18.2pp | 82.4%+10.9pp | 67.9%+25.3pp |
| Annual return | -18.04% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,779 | $3,381-17.8% | $4,814-42.3% | $2,596+7.0% |
| Participant deferral / active EE | $5,907 | $6,110-3.3% | $7,446-20.7% | $4,027+46.7% |
| Admin fee / account holder | $3,452 | $6,275-45.0% | $10,010-65.5% | $5,403-36.1% |