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 | $150,283 | $82,664+81.8% | $125,339+19.9% | $68,494+119.4% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -15.20% | -5.97%-9.2pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,296 | $3,381-2.5% | $4,814-31.5% | $2,596+26.9% |
| Participant deferral / active EE | $5,758 | $6,110-5.8% | $7,446-22.7% | $4,027+43.0% |
| Admin fee / account holder | $11,110 | $6,275+77.0% | $10,010+11.0% | $5,403+105.6% |