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 | $107,615 | $82,664+30.2% | $125,339-14.1% | $68,494+57.1% |
| Participation rate | 93.0% | 75.0%+17.9pp | 82.4%+10.6pp | 67.9%+25.1pp |
| Annual return | -18.83% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,397 | $3,381+0.5% | $4,814-29.4% | $2,596+30.9% |
| Participant deferral / active EE | $9,398 | $6,110+53.8% | $7,446+26.2% | $4,027+133.4% |
| Admin fee / account holder | $6,376 | $6,275+1.6% | $10,010-36.3% | $5,403+18.0% |