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 | $86,884 | $82,664+5.1% | $125,339-30.7% | $68,494+26.8% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -18.42% | -5.97%-12.4pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,775 | $3,381+11.6% | $4,814-21.6% | $2,596+45.4% |
| Participant deferral / active EE | $9,914 | $6,110+62.3% | $7,446+33.1% | $4,027+146.2% |
| Admin fee / account holder | $387 | $6,275-93.8% | $10,010-96.1% | $5,403-92.8% |