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 | $63,978 | $142,344-55.1% | $119,609-46.5% | $134,475-52.4% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -17.73% | -12.44%-5.3pp | -14.97%-2.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,575 | $5,222-69.8% | $4,232-62.8% | $4,740-66.8% |
| Participant deferral / active EE | $3,760 | $6,469-41.9% | $5,602-32.9% | $6,400-41.2% |
| Admin fee / account holder | $5,305 | $13,584-60.9% | $10,323-48.6% | $11,426-53.6% |