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 | $58,581 | $82,664-29.1% | $125,339-53.3% | $68,494-14.5% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -19.09% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,833 | $3,381-16.2% | $4,814-41.1% | $2,596+9.1% |
| Participant deferral / active EE | $5,850 | $6,110-4.3% | $7,446-21.4% | $4,027+45.3% |
| Admin fee / account holder | $1,579 | $6,275-74.8% | $10,010-84.2% | $5,403-70.8% |