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 | $57,891 | $67,331-14.0% | $60,874-4.9% | $134,475-57.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -19.09% | 49.93%-69.0pp | 16.90%-36.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,613 | $3,096-15.6% | $2,701-3.3% | $4,740-44.9% |
| Participant deferral / active EE | $5,100 | $4,538+12.4% | $3,817+33.6% | $6,400-20.3% |
| Admin fee / account holder | $648 | $4,582-85.9% | $3,224-79.9% | $11,426-94.3% |