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 | $94,125 | $82,664+13.9% | $125,339-24.9% | $68,494+37.4% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -13.70% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,137 | $3,381-7.2% | $4,814-34.8% | $2,596+20.8% |
| Participant deferral / active EE | $7,588 | $6,110+24.2% | $7,446+1.9% | $4,027+88.4% |
| Admin fee / account holder | $13,048 | $6,275+107.9% | $10,010+30.4% | $5,403+141.5% |