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 | $76,454 | $167,484-54.4% | $151,611-49.6% | $134,475-43.1% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -16.51% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,508 | $6,829-34.0% | $6,166-26.9% | $4,740-4.9% |
| Participant deferral / active EE | $7,353 | $8,986-18.2% | $8,363-12.1% | $6,400+14.9% |
| Admin fee / account holder | $838 | $13,783-93.9% | $11,616-92.8% | $11,426-92.7% |