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 | $77,934 | $142,344-45.2% | $119,609-34.8% | $134,475-42.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -17.27% | -12.44%-4.8pp | -14.97%-2.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,877 | $5,222-64.0% | $4,232-55.6% | $4,740-60.4% |
| Participant deferral / active EE | $9,724 | $6,469+50.3% | $5,602+73.6% | $6,400+51.9% |
| Admin fee / account holder | $735 | $13,584-94.6% | $10,323-92.9% | $11,426-93.6% |