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 5-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 | $59,732 | $82,664-27.7% | $125,339-52.3% | $68,494-12.8% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | -19.34% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,552 | $3,381+5.1% | $4,814-26.2% | $2,596+36.8% |
| Participant deferral / active EE | $7,547 | $6,110+23.5% | $7,446+1.4% | $4,027+87.4% |
| Admin fee / account holder | $1,257 | $6,275-80.0% | $10,010-87.4% | $5,403-76.7% |