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 | $102,656 | $82,664+24.2% | $125,339-18.1% | $68,494+49.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -19.22% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,860 | $3,381-45.0% | $4,814-61.4% | $2,596-28.4% |
| Participant deferral / active EE | $5,971 | $6,110-2.3% | $7,446-19.8% | $4,027+48.3% |
| Admin fee / account holder | $5,434 | $6,275-13.4% | $10,010-45.7% | $5,403+0.6% |