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 7-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 | $87,231 | $82,664+5.5% | $125,339-30.4% | $68,494+27.4% |
| Participation rate | 98.4% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -14.86% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,443 | $3,381+1.8% | $4,814-28.5% | $2,596+32.6% |
| Participant deferral / active EE | $6,328 | $6,110+3.6% | $7,446-15.0% | $4,027+57.1% |
| Admin fee / account holder | $2,990 | $6,275-52.4% | $10,010-70.1% | $5,403-44.7% |