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 | $44,983 | $142,344-68.4% | $119,609-62.4% | $134,475-66.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -15.34% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,367 | $5,222-35.5% | $4,232-20.4% | $4,740-29.0% |
| Participant deferral / active EE | $9,201 | $6,469+42.2% | $5,602+64.3% | $6,400+43.8% |
| Admin fee / account holder | $1,280 | $13,584-90.6% | $10,323-87.6% | $11,426-88.8% |