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 | $44,413 | $82,664-46.3% | $125,339-64.6% | $68,494-35.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -14.19% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $894 | $3,381-73.5% | $4,814-81.4% | $2,596-65.5% |
| Participant deferral / active EE | $6,096 | $6,110-0.2% | $7,446-18.1% | $4,027+51.4% |
| Admin fee / account holder | $3,434 | $6,275-45.3% | $10,010-65.7% | $5,403-36.4% |