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 | $87,492 | $82,664+5.8% | $125,339-30.2% | $68,494+27.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.49% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,568 | $3,381+5.5% | $4,814-25.9% | $2,596+37.4% |
| Participant deferral / active EE | $7,649 | $6,110+25.2% | $7,446+2.7% | $4,027+89.9% |
| Admin fee / account holder | $3,436 | $6,275-45.3% | $10,010-65.7% | $5,403-36.4% |