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 | $33,355 | $91,911-63.7% | $68,793-51.5% | $135,375-75.4% |
| Participation rate | 92.3% | 76.7%+15.6pp | 72.2%+20.1pp | 82.6%+9.7pp |
| Annual return | -7.70% | -8.22%+0.5pp | -4.63%-3.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,861 | $3,924-52.6% | $2,625-29.1% | $4,779-61.1% |
| Participant deferral / active EE | $2,421 | $4,315-43.9% | $3,311-26.9% | $5,609-56.8% |
| Admin fee / account holder | $1,280 | $9,240-86.2% | $5,131-75.1% | $10,827-88.2% |