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 | $85,328 | $82,664+3.2% | $125,339-31.9% | $68,494+24.6% |
| Participation rate | 86.4% | 75.0%+11.3pp | 82.4%+4.0pp | 67.9%+18.5pp |
| Annual return | -8.23% | -5.97%-2.3pp | 572.05%-580.3pp | -7.84%-0.4pp |
| Employer contribution / active EE | $5,811 | $3,381+71.9% | $4,814+20.7% | $2,596+123.8% |
| Participant deferral / active EE | $7,688 | $6,110+25.8% | $7,446+3.3% | $4,027+90.9% |
| Admin fee / account holder | $4,676 | $6,275-25.5% | $10,010-53.3% | $5,403-13.4% |