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 | $116,769 | $82,664+41.3% | $125,339-6.8% | $68,494+70.5% |
| Participation rate | 76.2% | 75.0%+1.1pp | 82.4%-6.2pp | 67.9%+8.3pp |
| Annual return | -13.00% | -5.97%-7.0pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $4,430 | $3,381+31.0% | $4,814-8.0% | $2,596+70.6% |
| Participant deferral / active EE | $6,847 | $6,110+12.0% | $7,446-8.1% | $4,027+70.0% |
| Admin fee / account holder | $6,541 | $6,275+4.2% | $10,010-34.7% | $5,403+21.1% |