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 | $88,708 | $82,664+7.3% | $125,339-29.2% | $68,494+29.5% |
| Participation rate | 91.5% | 75.0%+16.5pp | 82.4%+9.2pp | 67.9%+23.6pp |
| Annual return | -11.42% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $2,625 | $3,381-22.4% | $4,814-45.5% | $2,596+1.1% |
| Participant deferral / active EE | $6,162 | $6,110+0.8% | $7,446-17.2% | $4,027+53.0% |
| Admin fee / account holder | $412 | $6,275-93.4% | $10,010-95.9% | $5,403-92.4% |