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 | $73,748 | $82,664-10.8% | $125,339-41.2% | $68,494+7.7% |
| Participation rate | 97.7% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.8pp |
| Annual return | -16.26% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,741 | $3,381-18.9% | $4,814-43.0% | $2,596+5.6% |
| Participant deferral / active EE | $6,668 | $6,110+9.1% | $7,446-10.5% | $4,027+65.6% |
| Admin fee / account holder | $9,268 | $6,275+47.7% | $10,010-7.4% | $5,403+71.5% |