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 | $92,752 | $90,519+2.5% | $93,789-1.1% | $134,475-31.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 81.0%+7.9pp | 81.2%+7.7pp |
| Annual return | -18.13% | -15.72%-2.4pp | -11.33%-6.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $6,781 | $4,343+56.1% | $4,323+56.9% | $4,740+43.1% |
| Participant deferral / active EE | $4,944 | $5,978-17.3% | $6,094-18.9% | $6,400-22.7% |
| Admin fee / account holder | $18,366 | $9,252+98.5% | $7,195+155.3% | $11,426+60.7% |