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 | $110,884 | $82,664+34.1% | $125,339-11.5% | $68,494+61.9% |
| Participation rate | 72.0% | 75.0%-3.0pp | 82.4%-10.4pp | 67.9%+4.1pp |
| Annual return | -17.05% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,599 | $3,381+6.4% | $4,814-25.2% | $2,596+38.6% |
| Participant deferral / active EE | $7,857 | $6,110+28.6% | $7,446+5.5% | $4,027+95.1% |
| Admin fee / account holder | $1,901 | $6,275-69.7% | $10,010-81.0% | $5,403-64.8% |