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 | $19,783 | $82,664-76.1% | $125,339-84.2% | $68,494-71.1% |
| Participation rate | 84.8% | 75.0%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -18.36% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,161 | $3,381-65.7% | $4,814-75.9% | $2,596-55.3% |
| Participant deferral / active EE | $4,714 | $6,110-22.9% | $7,446-36.7% | $4,027+17.1% |
| Admin fee / account holder | $2,478 | $6,275-60.5% | $10,010-75.2% | $5,403-54.1% |