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 | $70,005 | $82,664-15.3% | $125,339-44.1% | $68,494+2.2% |
| Participation rate | 89.0% | 75.0%+14.0pp | 82.4%+6.7pp | 67.9%+21.2pp |
| Annual return | -15.42% | -5.97%-9.4pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,690 | $3,381+9.1% | $4,814-23.3% | $2,596+42.1% |
| Participant deferral / active EE | $8,265 | $6,110+35.3% | $7,446+11.0% | $4,027+105.2% |
| Admin fee / account holder | $9,923 | $6,275+58.1% | $10,010-0.9% | $5,403+83.7% |