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 | $90,510 | $82,664+9.5% | $125,339-27.8% | $68,494+32.1% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,294 | $3,381-2.6% | $4,814-31.6% | $2,596+26.9% |
| Participant deferral / active EE | $6,916 | $6,110+13.2% | $7,446-7.1% | $4,027+71.7% |
| Admin fee / account holder | $6,079 | $6,275-3.1% | $10,010-39.3% | $5,403+12.5% |