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 | $193,323 | $142,344+35.8% | $119,609+61.6% | $134,475+43.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -14.63% | -12.44%-2.2pp | -14.97%+0.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,054 | $5,222-60.7% | $4,232-51.5% | $4,740-56.7% |
| Participant deferral / active EE | $3,166 | $6,469-51.1% | $5,602-43.5% | $6,400-50.5% |
| Admin fee / account holder | $10,584 | $13,584-22.1% | $10,323+2.5% | $11,426-7.4% |