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 | $79,136 | $142,344-44.4% | $119,609-33.8% | $134,475-41.2% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -13.80% | -12.44%-1.4pp | -14.97%+1.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,534 | $5,222-51.5% | $4,232-40.1% | $4,740-46.5% |
| Participant deferral / active EE | $4,556 | $6,469-29.6% | $5,602-18.7% | $6,400-28.8% |
| Admin fee / account holder | $26,787 | $13,584+97.2% | $10,323+159.5% | $11,426+134.4% |