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 | $80,946 | $142,344-43.1% | $119,609-32.3% | $134,475-39.8% |
| Participation rate | 70.6% | 82.8%-12.2pp | 79.3%-8.7pp | 81.2%-10.6pp |
| Annual return | -13.68% | -12.44%-1.2pp | -14.97%+1.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,306 | $5,222+1.6% | $4,232+25.4% | $4,740+11.9% |
| Participant deferral / active EE | $10,017 | $6,469+54.8% | $5,602+78.8% | $6,400+56.5% |
| Admin fee / account holder | $936 | $13,584-93.1% | $10,323-90.9% | $11,426-91.8% |