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 | $81,587 | $82,664-1.3% | $125,339-34.9% | $68,494+19.1% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,859 | $3,381-15.4% | $4,814-40.6% | $2,596+10.1% |
| Participant deferral / active EE | $6,511 | $6,110+6.6% | $7,446-12.6% | $4,027+61.7% |
| Admin fee / account holder | $861 | $6,275-86.3% | $10,010-91.4% | $5,403-84.1% |