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 | $61,190 | $142,344-57.0% | $119,609-48.8% | $134,475-54.5% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -17.41% | -12.44%-5.0pp | -14.97%-2.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,916 | $5,222-63.3% | $4,232-54.7% | $4,740-59.6% |
| Participant deferral / active EE | $6,499 | $6,469+0.5% | $5,602+16.0% | $6,400+1.6% |
| Admin fee / account holder | $13,875 | $13,584+2.1% | $10,323+34.4% | $11,426+21.4% |