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 | $25,234 | $81,900-69.2% | $119,609-78.9% | $68,494-63.2% |
| Participation rate | 97.2% | 71.9%+25.3pp | 79.3%+18.0pp | 67.9%+29.3pp |
| Annual return | -11.57% | -23.82%+12.2pp | -14.97%+3.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $5,233 | $2,693+94.3% | $4,232+23.7% | $2,596+101.6% |
| Participant deferral / active EE | $2,532 | $4,148-39.0% | $5,602-54.8% | $4,027-37.1% |
| Admin fee / account holder | $2,164 | $6,582-67.1% | $10,323-79.0% | $5,403-60.0% |