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 | $103,194 | $82,664+24.8% | $125,339-17.7% | $68,494+50.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -16.36% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,395 | $3,381-29.2% | $4,814-50.2% | $2,596-7.8% |
| Participant deferral / active EE | $6,627 | $6,110+8.5% | $7,446-11.0% | $4,027+64.6% |
| Admin fee / account holder | $2,559 | $6,275-59.2% | $10,010-74.4% | $5,403-52.6% |