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 6-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 | $85,874 | $82,664+3.9% | $125,339-31.5% | $68,494+25.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -18.77% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,031 | $3,381-39.9% | $4,814-57.8% | $2,596-21.8% |
| Participant deferral / active EE | $8,537 | $6,110+39.7% | $7,446+14.6% | $4,027+112.0% |
| Admin fee / account holder | $3,372 | $6,275-46.3% | $10,010-66.3% | $5,403-37.6% |