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 | $63,254 | $82,664-23.5% | $125,339-49.5% | $68,494-7.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -18.91% | -5.97%-12.9pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,744 | $3,381-18.8% | $4,814-43.0% | $2,596+5.7% |
| Participant deferral / active EE | $5,203 | $6,110-14.9% | $7,446-30.1% | $4,027+29.2% |
| Admin fee / account holder | $1,546 | $6,275-75.4% | $10,010-84.6% | $5,403-71.4% |