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 5-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 | $88,843 | $82,664+7.5% | $125,339-29.1% | $68,494+29.7% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -17.04% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,656 | $3,381+8.1% | $4,814-24.0% | $2,596+40.8% |
| Participant deferral / active EE | $7,662 | $6,110+25.4% | $7,446+2.9% | $4,027+90.2% |
| Admin fee / account holder | $8,058 | $6,275+28.4% | $10,010-19.5% | $5,403+49.2% |