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 | $63,702 | $82,664-22.9% | $125,339-49.2% | $68,494-7.0% |
| Participation rate | 94.0% | 75.0%+19.0pp | 82.4%+11.7pp | 67.9%+26.1pp |
| Annual return | -16.05% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,829 | $3,381-16.3% | $4,814-41.2% | $2,596+9.0% |
| Participant deferral / active EE | $5,460 | $6,110-10.7% | $7,446-26.7% | $4,027+35.6% |
| Admin fee / account holder | $6,164 | $6,275-1.8% | $10,010-38.4% | $5,403+14.1% |