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 | $83,062 | $82,664+0.5% | $125,339-33.7% | $68,494+21.3% |
| Participation rate | 89.1% | 75.0%+14.0pp | 82.4%+6.7pp | 67.9%+21.2pp |
| Annual return | -19.38% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $6,145 | $3,381+81.8% | $4,814+27.7% | $2,596+136.7% |
| Participant deferral / active EE | $14,181 | $6,110+132.1% | $7,446+90.4% | $4,027+252.1% |
| Admin fee / account holder | $5,334 | $6,275-15.0% | $10,010-46.7% | $5,403-1.3% |