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 | $45,154 | $82,664-45.4% | $125,339-64.0% | $68,494-34.1% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -14.39% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,757 | $3,381-18.5% | $4,814-42.7% | $2,596+6.2% |
| Participant deferral / active EE | $5,180 | $6,110-15.2% | $7,446-30.4% | $4,027+28.6% |
| Admin fee / account holder | $9,221 | $6,275+46.9% | $10,010-7.9% | $5,403+70.7% |