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 | $58,438 | $82,664-29.3% | $125,339-53.4% | $68,494-14.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -18.79% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,626 | $3,381+7.2% | $4,814-24.7% | $2,596+39.6% |
| Participant deferral / active EE | $7,003 | $6,110+14.6% | $7,446-6.0% | $4,027+73.9% |
| Admin fee / account holder | $1,806 | $6,275-71.2% | $10,010-82.0% | $5,403-66.6% |