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 | $91,489 | $82,664+10.7% | $125,339-27.0% | $68,494+33.6% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -11.70% | -5.97%-5.7pp | 572.05%-583.8pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,244 | $3,381-33.6% | $4,814-53.4% | $2,596-13.6% |
| Participant deferral / active EE | $3,927 | $6,110-35.7% | $7,446-47.3% | $4,027-2.5% |
| Admin fee / account holder | $8,113 | $6,275+29.3% | $10,010-18.9% | $5,403+50.2% |