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 | $58,781 | $82,664-28.9% | $125,339-53.1% | $68,494-14.2% |
| Participation rate | 76.1% | 75.0%+1.0pp | 82.4%-6.3pp | 67.9%+8.2pp |
| Annual return | -15.90% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,127 | $3,381+22.1% | $4,814-14.3% | $2,596+59.0% |
| Participant deferral / active EE | $9,361 | $6,110+53.2% | $7,446+25.7% | $4,027+132.4% |
| Admin fee / account holder | $4,543 | $6,275-27.6% | $10,010-54.6% | $5,403-15.9% |