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 | $103,108 | $82,664+24.7% | $125,339-17.7% | $68,494+50.5% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -14.38% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,893 | $3,381-44.0% | $4,814-60.7% | $2,596-27.1% |
| Participant deferral / active EE | $9,018 | $6,110+47.6% | $7,446+21.1% | $4,027+123.9% |
| Admin fee / account holder | $5,312 | $6,275-15.3% | $10,010-46.9% | $5,403-1.7% |