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 | $76,026 | $82,286-7.6% | $68,791+10.5% | $134,475-43.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -19.91% | -2.19%-17.7pp | -6.38%-13.5pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,453 | $3,301-56.0% | $2,655-45.3% | $4,740-69.4% |
| Participant deferral / active EE | $3,546 | $4,739-25.2% | $3,941-10.0% | $6,400-44.6% |
| Admin fee / account holder | $17,209 | $6,481+165.5% | $4,932+248.9% | $11,426+50.6% |