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 | $88,589 | $82,664+7.2% | $125,339-29.3% | $68,494+29.3% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,621 | $3,381-52.1% | $4,814-66.3% | $2,596-37.6% |
| Participant deferral / active EE | $6,676 | $6,110+9.3% | $7,446-10.3% | $4,027+65.8% |
| Admin fee / account holder | $4,444 | $6,275-29.2% | $10,010-55.6% | $5,403-17.7% |