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 | $24,985 | $46,674-46.5% | $117,472-78.7% | $68,494-63.5% |
| Participation rate | 96.7% | 56.8%+39.9pp | 70.6%+26.1pp | 67.9%+28.8pp |
| Annual return | -15.89% | -14.52%-1.4pp | 29.74%-45.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,896 | $1,505+92.5% | $4,176-30.7% | $2,596+11.5% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,147 | $4,020-71.5% | $5,645-79.7% | $5,403-78.8% |