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 | $75,333 | $142,344-47.1% | $119,609-37.0% | $134,475-44.0% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -18.10% | -12.44%-5.7pp | -14.97%-3.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,310 | $5,222-74.9% | $4,232-69.0% | $4,740-72.4% |
| Participant deferral / active EE | $6,132 | $6,469-5.2% | $5,602+9.5% | $6,400-4.2% |
| Admin fee / account holder | $12,153 | $13,584-10.5% | $10,323+17.7% | $11,426+6.4% |