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 | $94,280 | $82,664+14.1% | $125,339-24.8% | $68,494+37.6% |
| Participation rate | 95.2% | 75.0%+20.1pp | 82.4%+12.8pp | 67.9%+27.3pp |
| Annual return | -15.71% | -5.97%-9.7pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,717 | $6,110+108.1% | $7,446+70.8% | $4,027+215.8% |
| Admin fee / account holder | $3,409 | $6,275-45.7% | $10,010-65.9% | $5,403-36.9% |