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 | $113,995 | $167,484-31.9% | $151,611-24.8% | $134,475-15.2% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -15.96% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,607 | $6,829-76.5% | $6,166-73.9% | $4,740-66.1% |
| Participant deferral / active EE | $4,486 | $8,986-50.1% | $8,363-46.4% | $6,400-29.9% |
| Admin fee / account holder | $2,111 | $13,783-84.7% | $11,616-81.8% | $11,426-81.5% |