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 | $75,465 | $72,404+4.2% | $110,238-31.5% | $64,186+17.6% |
| Participation rate | 72.6% | 73.3%-0.7pp | 79.8%-7.2pp | 69.6%+3.1pp |
| Annual return | -5.95% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,494 | $2,282-34.5% | $3,826-60.9% | $2,381-37.2% |
| Participant deferral / active EE | $5,278 | $3,469+52.1% | $4,672+13.0% | $3,470+52.1% |
| Admin fee / account holder | $2,233 | $5,664-60.6% | $8,547-73.9% | $4,888-54.3% |