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 | $78,522 | $82,664-5.0% | $125,339-37.4% | $68,494+14.6% |
| Participation rate | 98.3% | 75.0%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -17.18% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,214 | $3,381-34.5% | $4,814-54.0% | $2,596-14.7% |
| Participant deferral / active EE | $6,760 | $6,110+10.6% | $7,446-9.2% | $4,027+67.9% |
| Admin fee / account holder | $6,598 | $6,275+5.1% | $10,010-34.1% | $5,403+22.1% |