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 | $87,656 | $82,664+6.0% | $125,339-30.1% | $68,494+28.0% |
| Participation rate | 74.4% | 75.0%-0.6pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -18.37% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,993 | $3,381+47.7% | $4,814+3.7% | $2,596+92.3% |
| Participant deferral / active EE | $9,442 | $6,110+54.5% | $7,446+26.8% | $4,027+134.5% |
| Admin fee / account holder | $6,918 | $6,275+10.2% | $10,010-30.9% | $5,403+28.0% |