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 | $79,304 | $69,010+14.9% | $159,960-50.4% | $68,494+15.8% |
| Participation rate | 83.3% | 65.4%+17.9pp | 78.0%+5.4pp | 67.9%+15.4pp |
| Annual return | -14.55% | -9.65%-4.9pp | 408.60%-423.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,379 | $2,213+7.5% | $4,226-43.7% | $2,596-8.4% |
| Participant deferral / active EE | $4,904 | $4,212+16.4% | $6,182-20.7% | $4,027+21.8% |
| Admin fee / account holder | $1,921 | $4,798-60.0% | $8,698-77.9% | $5,403-64.4% |