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 | $86,503 | $82,664+4.6% | $125,339-31.0% | $68,494+26.3% |
| Participation rate | 79.1% | 75.0%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | -14.13% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,404 | $3,381+0.7% | $4,814-29.3% | $2,596+31.1% |
| Participant deferral / active EE | $7,997 | $6,110+30.9% | $7,446+7.4% | $4,027+98.6% |
| Admin fee / account holder | $4,376 | $6,275-30.3% | $10,010-56.3% | $5,403-19.0% |