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 | $102,154 | $82,664+23.6% | $125,339-18.5% | $68,494+49.1% |
| Participation rate | 84.3% | 75.0%+9.3pp | 82.4%+1.9pp | 67.9%+16.4pp |
| Annual return | -18.45% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,518 | $3,381+4.1% | $4,814-26.9% | $2,596+35.5% |
| Participant deferral / active EE | $7,576 | $6,110+24.0% | $7,446+1.7% | $4,027+88.1% |
| Admin fee / account holder | $2,682 | $6,275-57.3% | $10,010-73.2% | $5,403-50.4% |