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 | $75,860 | $82,664-8.2% | $125,339-39.5% | $68,494+10.8% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -10.69% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $3,577 | $3,381+5.8% | $4,814-25.7% | $2,596+37.8% |
| Participant deferral / active EE | $7,463 | $6,110+22.1% | $7,446+0.2% | $4,027+85.3% |
| Admin fee / account holder | $25,222 | $6,275+301.9% | $10,010+152.0% | $5,403+366.8% |