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 | $81,690 | $129,942-37.1% | $104,294-21.7% | $134,475-39.3% |
| Participation rate | 94.1% | 79.5%+14.6pp | 73.3%+20.9pp | 81.2%+12.9pp |
| Annual return | -10.49% | 42.03%-52.5pp | 24.61%-35.1pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,380 | $4,184-67.0% | $3,372-59.1% | $4,740-70.9% |
| Participant deferral / active EE | $2,996 | $5,588-46.4% | $4,625-35.2% | $6,400-53.2% |
| Admin fee / account holder | $9,429 | $9,323+1.1% | $7,339+28.5% | $11,426-17.5% |