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 | $67,691 | $92,222-26.6% | $76,768-11.8% | $135,375-50.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -7.26% | 5.46%-12.7pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,066 | $3,216-66.8% | $2,485-57.1% | $4,779-77.7% |
| Participant deferral / active EE | $5,017 | $4,509+11.3% | $3,852+30.2% | $5,609-10.6% |
| Admin fee / account holder | $2,161 | $10,748-79.9% | $6,675-67.6% | $10,827-80.0% |