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 | $78,208 | $82,664-5.4% | $125,339-37.6% | $68,494+14.2% |
| Participation rate | 89.1% | 75.0%+14.0pp | 82.4%+6.7pp | 67.9%+21.2pp |
| Annual return | -18.97% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $5,599 | $3,381+65.6% | $4,814+16.3% | $2,596+115.7% |
| Participant deferral / active EE | $11,491 | $6,110+88.1% | $7,446+54.3% | $4,027+185.3% |
| Admin fee / account holder | $5,139 | $6,275-18.1% | $10,010-48.7% | $5,403-4.9% |