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 | $88,622 | $82,664+7.2% | $125,339-29.3% | $68,494+29.4% |
| Participation rate | 88.6% | 75.0%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -16.31% | -5.97%-10.3pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,202 | $3,381-5.3% | $4,814-33.5% | $2,596+23.3% |
| Participant deferral / active EE | $7,543 | $6,110+23.4% | $7,446+1.3% | $4,027+87.3% |
| Admin fee / account holder | $5,643 | $6,275-10.1% | $10,010-43.6% | $5,403+4.5% |