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 | $100,370 | $82,664+21.4% | $125,339-19.9% | $68,494+46.5% |
| Participation rate | 83.7% | 75.0%+8.6pp | 82.4%+1.3pp | 67.9%+15.8pp |
| Annual return | -14.93% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,913 | $3,381-13.8% | $4,814-39.5% | $2,596+12.2% |
| Participant deferral / active EE | $6,217 | $6,110+1.7% | $7,446-16.5% | $4,027+54.4% |
| Admin fee / account holder | $1,607 | $6,275-74.4% | $10,010-83.9% | $5,403-70.3% |