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 | $74,792 | $95,193-21.4% | $76,523-2.3% | $135,375-44.8% |
| Participation rate | 90.5% | 74.4%+16.1pp | 68.0%+22.5pp | 82.6%+7.8pp |
| Annual return | -6.99% | 4.85%-11.8pp | -0.27%-6.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,533 | $3,302-23.3% | $2,647-4.3% | $4,779-47.0% |
| Participant deferral / active EE | $5,261 | $4,639+13.4% | $3,835+37.2% | $5,609-6.2% |
| Admin fee / account holder | $2,967 | $6,249-52.5% | $4,848-38.8% | $10,827-72.6% |