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 | $26,055 | $54,350-52.1% | $82,719-68.5% | $68,494-62.0% |
| Participation rate | 93.8% | 63.9%+29.9pp | 72.6%+21.3pp | 67.9%+26.0pp |
| Annual return | -18.73% | -13.67%-5.1pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,486 | $2,218+12.1% | $3,009-17.4% | $2,596-4.2% |
| Participant deferral / active EE | $2,891 | $3,246-10.9% | $4,395-34.2% | $4,027-28.2% |
| Admin fee / account holder | $2,384 | $4,395-45.8% | $5,329-55.3% | $5,403-55.9% |