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 | $89,709 | $82,664+8.5% | $125,339-28.4% | $68,494+31.0% |
| Participation rate | 78.3% | 75.0%+3.2pp | 82.4%-4.1pp | 67.9%+10.4pp |
| Annual return | -14.50% | -5.97%-8.5pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,610 | $3,381+6.8% | $4,814-25.0% | $2,596+39.1% |
| Participant deferral / active EE | $2,829 | $6,110-53.7% | $7,446-62.0% | $4,027-29.8% |
| Admin fee / account holder | $5,754 | $6,275-8.3% | $10,010-42.5% | $5,403+6.5% |