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 | $72,793 | $110,094-33.9% | $151,611-52.0% | $68,494+6.3% |
| Participation rate | 94.1% | 84.0%+10.2pp | 87.5%+6.6pp | 67.9%+26.2pp |
| Annual return | -13.79% | -10.12%-3.7pp | 3.33%-17.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,302 | $4,471-48.5% | $6,166-62.7% | $2,596-11.3% |
| Participant deferral / active EE | $3,919 | $6,527-40.0% | $8,363-53.1% | $4,027-2.7% |
| Admin fee / account holder | $568 | $7,719-92.6% | $11,616-95.1% | $5,403-89.5% |