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 | $85,883 | $82,664+3.9% | $125,339-31.5% | $68,494+25.4% |
| Participation rate | 86.7% | 75.0%+11.7pp | 82.4%+4.4pp | 67.9%+18.9pp |
| Annual return | -15.42% | -5.97%-9.4pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,713 | $3,381-49.3% | $4,814-64.4% | $2,596-34.0% |
| Participant deferral / active EE | $8,278 | $6,110+35.5% | $7,446+11.2% | $4,027+105.6% |
| Admin fee / account holder | $8,465 | $6,275+34.9% | $10,010-15.4% | $5,403+56.7% |