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 | $84,329 | $82,664+2.0% | $125,339-32.7% | $68,494+23.1% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -13.87% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,585 | $3,381+6.0% | $4,814-25.5% | $2,596+38.1% |
| Participant deferral / active EE | $4,265 | $6,110-30.2% | $7,446-42.7% | $4,027+5.9% |
| Admin fee / account holder | $4,798 | $6,275-23.5% | $10,010-52.1% | $5,403-11.2% |