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 | $86,440 | $113,935-24.1% | $94,224-8.3% | $125,391-31.1% |
| Participation rate | 87.0% | 82.9%+4.1pp | 78.8%+8.2pp | 83.2%+3.8pp |
| Annual return | -1.70% | 5.29%-7.0pp | 10.68%-12.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,241 | $4,727-73.8% | $3,587-65.4% | $4,866-74.5% |
| Participant deferral / active EE | $1,933 | $5,179-62.7% | $4,320-55.3% | $5,352-63.9% |
| Admin fee / account holder | $8,918 | $8,391+6.3% | $6,269+42.3% | $9,540-6.5% |