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 | $59,239 | $72,404-18.2% | $110,238-46.3% | $64,186-7.7% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.7pp |
| Annual return | -4.01% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,896 | $2,282-16.9% | $3,826-50.4% | $2,381-20.3% |
| Participant deferral / active EE | $3,193 | $3,469-8.0% | $4,672-31.7% | $3,470-8.0% |
| Admin fee / account holder | $2,635 | $5,664-53.5% | $8,547-69.2% | $4,888-46.1% |