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 | $112,689 | $142,344-20.8% | $119,609-5.8% | $134,475-16.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -18.12% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,086 | $5,222-79.2% | $4,232-74.3% | $4,740-77.1% |
| Participant deferral / active EE | $5,186 | $6,469-19.8% | $5,602-7.4% | $6,400-19.0% |
| Admin fee / account holder | $15,949 | $13,584+17.4% | $10,323+54.5% | $11,426+39.6% |