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 | $154,432 | $82,664+86.8% | $125,339+23.2% | $68,494+125.5% |
| Participation rate | 88.1% | 75.0%+13.1pp | 82.4%+5.8pp | 67.9%+20.2pp |
| Annual return | -12.65% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,182 | $3,381-5.9% | $4,814-33.9% | $2,596+22.6% |
| Participant deferral / active EE | $6,679 | $6,110+9.3% | $7,446-10.3% | $4,027+65.9% |
| Admin fee / account holder | $2,610 | $6,275-58.4% | $10,010-73.9% | $5,403-51.7% |