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 | $98,334 | $82,664+19.0% | $125,339-21.5% | $68,494+43.6% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -13.14% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,551 | $3,381-24.5% | $4,814-47.0% | $2,596-1.7% |
| Participant deferral / active EE | $6,119 | $6,110+0.1% | $7,446-17.8% | $4,027+51.9% |
| Admin fee / account holder | $504 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |