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 | $85,346 | $82,664+3.2% | $125,339-31.9% | $68,494+24.6% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -17.53% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,163 | $3,381-6.4% | $4,814-34.3% | $2,596+21.8% |
| Participant deferral / active EE | $10,557 | $6,110+72.8% | $7,446+41.8% | $4,027+162.1% |
| Admin fee / account holder | $6,661 | $6,275+6.1% | $10,010-33.5% | $5,403+23.3% |