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 | $88,425 | $82,664+7.0% | $125,339-29.5% | $68,494+29.1% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -19.11% | -5.97%-13.1pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,778 | $3,381-47.4% | $4,814-63.1% | $2,596-31.5% |
| Participant deferral / active EE | $3,359 | $6,110-45.0% | $7,446-54.9% | $4,027-16.6% |
| Admin fee / account holder | $3,792 | $6,275-39.6% | $10,010-62.1% | $5,403-29.8% |