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 | $109,005 | $82,664+31.9% | $125,339-13.0% | $68,494+59.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,585 | $3,381-23.5% | $4,814-46.3% | $2,596-0.4% |
| Participant deferral / active EE | $7,605 | $6,110+24.5% | $7,446+2.1% | $4,027+88.9% |
| Admin fee / account holder | $915 | $6,275-85.4% | $10,010-90.9% | $5,403-83.1% |