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 | $55,092 | $82,664-33.4% | $125,339-56.0% | $68,494-19.6% |
| Participation rate | 94.9% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -15.47% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,986 | $3,381+47.5% | $4,814+3.6% | $2,596+92.0% |
| Participant deferral / active EE | $8,594 | $6,110+40.6% | $7,446+15.4% | $4,027+113.4% |
| Admin fee / account holder | $2,888 | $6,275-54.0% | $10,010-71.1% | $5,403-46.5% |