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 | $80,217 | $77,813+3.1% | $123,544-35.1% | $64,186+25.0% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -7.04% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,616 | $3,014-13.2% | $4,628-43.5% | $2,381+9.9% |
| Participant deferral / active EE | $7,100 | $5,240+35.5% | $6,426+10.5% | $3,470+104.6% |
| Admin fee / account holder | $365 | $5,519-93.4% | $9,284-96.1% | $4,888-92.5% |