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 | $56,265 | $85,790-34.4% | $67,313-16.4% | $135,375-58.4% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -5.57% | -0.54%-5.0pp | -4.08%-1.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,341 | $3,487+24.5% | $2,566+69.2% | $4,779-9.2% |
| Participant deferral / active EE | $2,084 | $4,651-55.2% | $3,568-41.6% | $5,609-62.8% |
| Admin fee / account holder | $469 | $6,392-92.7% | $4,507-89.6% | $10,827-95.7% |