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 | $72,036 | $110,094-34.6% | $151,611-52.5% | $68,494+5.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 87.5%-0.8pp | 67.9%+18.8pp |
| Annual return | -8.27% | -10.12%+1.9pp | 3.33%-11.6pp | -7.84%-0.4pp |
| Employer contribution / active EE | $5,465 | $4,471+22.2% | $6,166-11.4% | $2,596+110.5% |
| Participant deferral / active EE | $10,136 | $6,527+55.3% | $8,363+21.2% | $4,027+151.7% |
| Admin fee / account holder | $1,093 | $7,719-85.8% | $11,616-90.6% | $5,403-79.8% |