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 | $46,939 | $95,862-51.0% | $79,550-41.0% | $134,475-65.1% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -18.15% | -2.69%-15.5pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,336 | $3,128+6.6% | $2,413+38.2% | $4,740-29.6% |
| Participant deferral / active EE | $7,145 | $4,693+52.3% | $3,985+79.3% | $6,400+11.6% |
| Admin fee / account holder | $1,182 | $9,126-87.0% | $6,832-82.7% | $11,426-89.7% |