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 9-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 | $83,161 | $82,664+0.6% | $125,339-33.7% | $68,494+21.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,194 | $3,381-64.7% | $4,814-75.2% | $2,596-54.0% |
| Participant deferral / active EE | $5,088 | $6,110-16.7% | $7,446-31.7% | $4,027+26.4% |
| Admin fee / account holder | $15,562 | $6,275+148.0% | $10,010+55.5% | $5,403+188.0% |