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 | $109,020 | $82,664+31.9% | $125,339-13.0% | $68,494+59.2% |
| Participation rate | 98.4% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -10.53% | -5.97%-4.6pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $3,157 | $3,381-6.6% | $4,814-34.4% | $2,596+21.6% |
| Participant deferral / active EE | $8,608 | $6,110+40.9% | $7,446+15.6% | $4,027+113.7% |
| Admin fee / account holder | $1,361 | $6,275-78.3% | $10,010-86.4% | $5,403-74.8% |