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 | $85,875 | $82,664+3.9% | $125,339-31.5% | $68,494+25.4% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -17.02% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $719 | $3,381-78.7% | $4,814-85.1% | $2,596-72.3% |
| Participant deferral / active EE | $6,847 | $6,110+12.1% | $7,446-8.0% | $4,027+70.0% |
| Admin fee / account holder | $6,311 | $6,275+0.6% | $10,010-36.9% | $5,403+16.8% |