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 | $156,838 | $110,094+42.5% | $151,611+3.4% | $68,494+129.0% |
| Participation rate | 72.1% | 84.0%-11.9pp | 87.5%-15.4pp | 67.9%+4.2pp |
| Annual return | -18.45% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,295 | $6,527+57.7% | $8,363+23.1% | $4,027+155.6% |
| Admin fee / account holder | $1,053 | $7,719-86.4% | $11,616-90.9% | $5,403-80.5% |