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 | $93,251 | $82,664+12.8% | $125,339-25.6% | $68,494+36.1% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -9.55% | -5.97%-3.6pp | 572.05%-581.6pp | -7.84%-1.7pp |
| Employer contribution / active EE | $2,998 | $3,381-11.3% | $4,814-37.7% | $2,596+15.5% |
| Participant deferral / active EE | $7,426 | $6,110+21.5% | $7,446-0.3% | $4,027+84.4% |
| Admin fee / account holder | $1,444 | $6,275-77.0% | $10,010-85.6% | $5,403-73.3% |