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 | $123,989 | $82,664+50.0% | $125,339-1.1% | $68,494+81.0% |
| Participation rate | 97.7% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.8pp |
| Annual return | -16.43% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,599 | $3,381-23.1% | $4,814-46.0% | $2,596+0.1% |
| Participant deferral / active EE | $6,504 | $6,110+6.4% | $7,446-12.7% | $4,027+61.5% |
| Admin fee / account holder | $29,887 | $6,275+376.3% | $10,010+198.6% | $5,403+453.2% |