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 | $96,704 | $82,664+17.0% | $125,339-22.8% | $68,494+41.2% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,501 | $3,381+3.5% | $4,814-27.3% | $2,596+34.8% |
| Participant deferral / active EE | $6,995 | $6,110+14.5% | $7,446-6.1% | $4,027+73.7% |
| Admin fee / account holder | $3,268 | $6,275-47.9% | $10,010-67.4% | $5,403-39.5% |