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 | $96,983 | $142,344-31.9% | $119,609-18.9% | $134,475-27.9% |
| Participation rate | 79.2% | 82.8%-3.6pp | 79.3%-0.1pp | 81.2%-2.1pp |
| Annual return | -9.51% | -12.44%+2.9pp | -14.97%+5.5pp | 417.96%-427.5pp |
| Employer contribution / active EE | $9,811 | $5,222+87.9% | $4,232+131.8% | $4,740+107.0% |
| Participant deferral / active EE | $7,659 | $6,469+18.4% | $5,602+36.7% | $6,400+19.7% |
| Admin fee / account holder | $7,574 | $13,584-44.2% | $10,323-26.6% | $11,426-33.7% |