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 6-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 | $76,522 | $142,344-46.2% | $119,609-36.0% | $134,475-43.1% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -7.34% | -12.44%+5.1pp | -14.97%+7.6pp | 417.96%-425.3pp |
| Employer contribution / active EE | $2,966 | $5,222-43.2% | $4,232-29.9% | $4,740-37.4% |
| Participant deferral / active EE | $6,771 | $6,469+4.7% | $5,602+20.9% | $6,400+5.8% |
| Admin fee / account holder | $6,797 | $13,584-50.0% | $10,323-34.2% | $11,426-40.5% |