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 | $85,346 | $82,664+3.2% | $125,339-31.9% | $68,494+24.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,068 | $3,381-38.8% | $4,814-57.0% | $2,596-20.3% |
| Participant deferral / active EE | $7,216 | $6,110+18.1% | $7,446-3.1% | $4,027+79.2% |
| Admin fee / account holder | $8,178 | $6,275+30.3% | $10,010-18.3% | $5,403+51.4% |