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 6-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 | $91,171 | $82,664+10.3% | $125,339-27.3% | $68,494+33.1% |
| Participation rate | 97.7% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -15.49% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,158 | $3,381-6.6% | $4,814-34.4% | $2,596+21.6% |
| Participant deferral / active EE | $8,579 | $6,110+40.4% | $7,446+15.2% | $4,027+113.0% |
| Admin fee / account holder | $7,162 | $6,275+14.1% | $10,010-28.4% | $5,403+32.6% |