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 | $71,970 | $110,094-34.6% | $151,611-52.5% | $68,494+5.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -16.41% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,640 | $4,471-63.3% | $6,166-73.4% | $2,596-36.8% |
| Participant deferral / active EE | $6,559 | $6,527+0.5% | $8,363-21.6% | $4,027+62.9% |
| Admin fee / account holder | $419 | $7,719-94.6% | $11,616-96.4% | $5,403-92.2% |