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 | $65,041 | $81,900-20.6% | $119,609-45.6% | $68,494-5.0% |
| Participation rate | 81.6% | 71.9%+9.7pp | 79.3%+2.4pp | 67.9%+13.7pp |
| Annual return | -9.13% | -23.82%+14.7pp | -14.97%+5.8pp | -7.84%-1.3pp |
| Employer contribution / active EE | $2,446 | $2,693-9.2% | $4,232-42.2% | $2,596-5.8% |
| Participant deferral / active EE | $4,655 | $4,148+12.2% | $5,602-16.9% | $4,027+15.6% |
| Admin fee / account holder | $2,454 | $6,582-62.7% | $10,323-76.2% | $5,403-54.6% |