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 | $86,431 | $110,094-21.5% | $151,611-43.0% | $68,494+26.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -10.15% | -10.12%0pp | 3.33%-13.5pp | -7.84%-2.3pp |
| Employer contribution / active EE | $2,563 | $4,471-42.7% | $6,166-58.4% | $2,596-1.3% |
| Participant deferral / active EE | $4,687 | $6,527-28.2% | $8,363-44.0% | $4,027+16.4% |
| Admin fee / account holder | $6,783 | $7,719-12.1% | $11,616-41.6% | $5,403+25.5% |