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 | $93,799 | $82,664+13.5% | $125,339-25.2% | $68,494+36.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -8.54% | -5.97%-2.6pp | 572.05%-580.6pp | -7.84%-0.7pp |
| Employer contribution / active EE | $3,107 | $3,381-8.1% | $4,814-35.5% | $2,596+19.7% |
| Participant deferral / active EE | $6,018 | $6,110-1.5% | $7,446-19.2% | $4,027+49.4% |
| Admin fee / account holder | $4,450 | $6,275-29.1% | $10,010-55.5% | $5,403-17.6% |