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 | $72,598 | $142,344-49.0% | $119,609-39.3% | $134,475-46.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -15.11% | -12.44%-2.7pp | -14.97%-0.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,399 | $5,222-34.9% | $4,232-19.7% | $4,740-28.3% |
| Participant deferral / active EE | $7,320 | $6,469+13.1% | $5,602+30.7% | $6,400+14.4% |
| Admin fee / account holder | $377 | $13,584-97.2% | $10,323-96.4% | $11,426-96.7% |