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 | $90,969 | $82,664+10.0% | $125,339-27.4% | $68,494+32.8% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -6.15% | -5.97%-0.2pp | 572.05%-578.2pp | -7.84%+1.7pp |
| Employer contribution / active EE | $4,531 | $3,381+34.0% | $4,814-5.9% | $2,596+74.5% |
| Participant deferral / active EE | $9,569 | $6,110+56.6% | $7,446+28.5% | $4,027+137.6% |
| Admin fee / account holder | $7,998 | $6,275+27.4% | $10,010-20.1% | $5,403+48.0% |