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 6-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 | $72,736 | $82,664-12.0% | $125,339-42.0% | $68,494+6.2% |
| Participation rate | 94.0% | 75.0%+19.0pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -17.43% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,088 | $3,381-8.7% | $4,814-35.9% | $2,596+18.9% |
| Participant deferral / active EE | $8,594 | $6,110+40.6% | $7,446+15.4% | $4,027+113.4% |
| Admin fee / account holder | $2,636 | $6,275-58.0% | $10,010-73.7% | $5,403-51.2% |