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 | $85,720 | $82,664+3.7% | $125,339-31.6% | $68,494+25.1% |
| Participation rate | 73.9% | 75.0%-1.2pp | 82.4%-8.5pp | 67.9%+6.0pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,193 | $3,381+53.6% | $4,814+7.9% | $2,596+100.0% |
| Participant deferral / active EE | $4,328 | $6,110-29.2% | $7,446-41.9% | $4,027+7.5% |
| Admin fee / account holder | $2,650 | $6,275-57.8% | $10,010-73.5% | $5,403-50.9% |