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 | $65,548 | $142,344-54.0% | $119,609-45.2% | $134,475-51.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.81% | -12.44%-6.4pp | -14.97%-3.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,056 | $5,222-41.5% | $4,232-27.8% | $4,740-35.5% |
| Participant deferral / active EE | $4,887 | $6,469-24.5% | $5,602-12.8% | $6,400-23.6% |
| Admin fee / account holder | $5,941 | $13,584-56.3% | $10,323-42.4% | $11,426-48.0% |