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 5-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 | $77,828 | $82,664-5.8% | $125,339-37.9% | $68,494+13.6% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,621 | $3,381-22.5% | $4,814-45.6% | $2,596+0.9% |
| Participant deferral / active EE | $7,831 | $6,110+28.2% | $7,446+5.2% | $4,027+94.5% |
| Admin fee / account holder | $386 | $6,275-93.8% | $10,010-96.1% | $5,403-92.9% |