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 | $102,519 | $72,404+41.6% | $110,238-7.0% | $64,186+59.7% |
| Participation rate | 73.6% | 73.3%+0.2pp | 79.8%-6.3pp | 69.6%+4.0pp |
| Annual return | -6.17% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,371 | $2,282-39.9% | $3,826-64.2% | $2,381-42.4% |
| Participant deferral / active EE | $4,941 | $3,469+42.4% | $4,672+5.8% | $3,470+42.4% |
| Admin fee / account holder | $3,623 | $5,664-36.0% | $8,547-57.6% | $4,888-25.9% |