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 | $95,321 | $82,664+15.3% | $125,339-23.9% | $68,494+39.2% |
| Participation rate | 88.7% | 75.0%+13.6pp | 82.4%+6.3pp | 67.9%+20.8pp |
| Annual return | -14.58% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,614 | $3,381+6.9% | $4,814-24.9% | $2,596+39.2% |
| Participant deferral / active EE | $11,961 | $6,110+95.7% | $7,446+60.6% | $4,027+197.0% |
| Admin fee / account holder | $3,119 | $6,275-50.3% | $10,010-68.8% | $5,403-42.3% |