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 | $44,925 | $158,817-71.7% | $121,196-62.9% | $135,375-66.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.7%+8.3pp | 82.6%-2.6pp |
| Annual return | -7.44% | -0.64%-6.8pp | 16.93%-24.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,792 | $5,665-68.4% | $4,022-55.5% | $4,779-62.5% |
| Participant deferral / active EE | $1,790 | $4,005-55.3% | $3,344-46.5% | $5,609-68.1% |
| Admin fee / account holder | $1,769 | $6,512-72.8% | $5,019-64.8% | $10,827-83.7% |